Financial Perspectives’s ICU Medical ICUI Stock Holding History

Financial Perspectives’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	$1.6K	Hold	10	–	–	﹤0.01%	661
2026 Q2	$1.47K	Hold	10	–	–	﹤0.01%	668
2026 Q1	$1.29K	Hold	10	–	–	﹤0.01%	655
2025 Q4	$1.43K	Hold	10	–	–	﹤0.01%	651
2025 Q3	$1.2K	Hold	10	–	–	﹤0.01%	656
2025 Q2	$1.32K	Hold	10	–	–	﹤0.01%	648
2025 Q1	$1.39K	Hold	10	–	–	﹤0.01%	648
2024 Q4	$1.55K	Hold	10	–	–	﹤0.01%	643
2024 Q3	$1.82K	Hold	10	–	–	﹤0.01%	598
2024 Q2	$1.19K	Hold	10	–	–	﹤0.01%	605
2024 Q1	$1.07K	Hold	10	–	–	﹤0.01%	602
2023 Q4	$997	Hold	10	–	–	﹤0.01%	627
2023 Q3	$1.19K	Hold	10	–	–	﹤0.01%	626
2023 Q2	$1.78K	Hold	10	–	–	﹤0.01%	595
2023 Q1	$1.65K	Hold	10	–	–	﹤0.01%	591
2022 Q4	$1.58K	Hold	10	–	–	﹤0.01%	600
2022 Q3	$1.51K	Hold	10	–	–	﹤0.01%	600
2022 Q2	$1.64K	Hold	10	–	–	﹤0.01%	602
2022 Q1	$2.23K	Hold	10	–	–	﹤0.01%	597
2021 Q4	$2.37K	Hold	10	–	–	﹤0.01%	568
2021 Q3	$2.33K	Hold	10	–	–	﹤0.01%	574
2021 Q2	$2.06K	Hold	10	–	–	﹤0.01%	607
2021 Q1	$2.05K	Hold	10	–	–	﹤0.01%	573
2020 Q4	$2.14K	Hold	10	–	–	﹤0.01%	534
2020 Q3	$1.83K	Hold	10	–	–	﹤0.01%	501
2020 Q2	$1.84K	Hold	10	–	–	﹤0.01%	485
2020 Q1	$2.02K	Hold	10	–	–	﹤0.01%	455
2019 Q4	$1.87K	Buy	+10	New	+$1.72K	﹤0.01%	459

Other funds holding ICUI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Financial Perspectives's ICUI Position: Q3 2026 in Review

Financial Perspectives held its ICU Medical (ICUI) position steady in Q3 2026 at 10 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Financial Perspectives first reported a position in ICUI in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.37K in Q4 2021. 165 funds tracked by Wall St. Rank hold ICUI as of Q3 2026.

Financial Perspectives held 10 shares of ICU Medical worth $1.6K as of Q3 2026.
Financial Perspectives left its ICU Medical share count unchanged in Q3 2026.
ICU Medical made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #661 holding.
Financial Perspectives first reported a position in ICU Medical in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's ICU Medical position peaked at $2.37K in Q4 2021.
165 funds tracked by Wall St. Rank held ICU Medical as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.