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Essential Partners’s ICU Medical ICUI Stock Holding History

Essential Partners’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$803 Hold
5
– – ﹤0.01% 2263
2026
Q2 		$733 Buy
5
+1
+25% +$130 ﹤0.01% 2369
2026
Q1 		$517 Buy
+4
New +$575 ﹤0.01% 2429
2025
Q4 		– Sell
-2
Closed -$240 – 2839
2025
Q3 		$240 Buy
+2
New +$253 ﹤0.01% 2366

Other funds holding ICUI

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's ICUI Position: Q3 2026 in Review

Essential Partners held its ICU Medical (ICUI) position steady in Q3 2026 at 5 shares worth $803. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Essential Partners first reported a position in ICUI in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold ICUI as of Q3 2026.

  • Essential Partners held 5 shares of ICU Medical worth $803 as of Q3 2026.
  • Essential Partners left its ICU Medical share count unchanged in Q3 2026.
  • ICU Medical made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2263 holding.
  • Essential Partners first reported a position in ICU Medical in Q3 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held ICU Medical as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.