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EverSource Wealth Advisors’s ICU Medical ICUI Stock Holding History

EverSource Wealth Advisors’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
Q1 		$23.6K Buy
183
+15
+9% +$2.16K ﹤0.01% 2395
2025
Q4 		$24K Buy
168
+27
+19% +$3.62K ﹤0.01% 2269
2025
Q3 		$16.9K Sell
141
-111
-44% -$14.1K ﹤0.01% 2483
2025
Q2 		$33.3K Buy
252
+42
+20% +$5.69K ﹤0.01% 1906
2025
Q1 		$29.2K Buy
210
+103
+96% +$16K ﹤0.01% 1495
2024
Q4 		$16.6K Buy
107
+9
+9% +$1.52K ﹤0.01% 1730
2024
Q3 		$17.9K Hold
98
– – ﹤0.01% 1551
2024
Q2 		$12.4K Buy
98
+8
+9% +$842 ﹤0.01% 1738
2024
Q1 		$8.81K Sell
90
-45
-33% -$4.47K ﹤0.01% 1758
2023
Q4 		$13.5K Buy
135
+112
+487% +$11K ﹤0.01% 1424
2023
Q3 		$2.74K Buy
23
+13
+130% +$1.94K ﹤0.01% 1918
2023
Q2 		$1.78K Buy
10
+3
+43% +$550 ﹤0.01% 2063
2023
Q1 		$1.16K Buy
7
+3
+75% +$516 ﹤0.01% 2076
2022
Q4 		$630 Sell
4
-51
-93% -$7.76K ﹤0.01% 2172
2022
Q3 		$8K Buy
+55
New +$9.15K ﹤0.01% 1198

Other funds holding ICUI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's ICUI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its ICU Medical (ICUI) stake by 8.9% in Q1 2026, buying an estimated $2.16K and bringing the position to 183 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

EverSource Wealth Advisors first reported a position in ICUI in Q3 2022 and has held it in 15 quarters since. The position peaked at $33.3K in Q2 2025. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

  • EverSource Wealth Advisors held 183 shares of ICU Medical worth $23.6K as of Q1 2026.
  • EverSource Wealth Advisors bought 15 ICU Medical shares in Q1 2026, an estimated $2.16K.
  • ICU Medical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2395 holding.
  • EverSource Wealth Advisors first reported a position in ICU Medical in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's ICU Medical position peaked at $33.3K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.