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 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	$1.57K	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	Sell	10 -2,044	-100%	-$420K	﹤0.01%	607
2021 Q1	$10K	Buy	2,054 +2,044	+20,440%	+$432K	﹤0.01%	605
2020 Q4	$2.15K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Perspectives's ICUI Position: Q1 2026 in Review

Financial Perspectives held its ICU Medical (ICUI) position steady in Q1 2026 at 10 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Financial Perspectives first reported a position in ICUI in Q4 2019 and has held it in 26 quarters since. The position peaked at $10K in Q1 2021. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

Financial Perspectives held 10 shares of ICU Medical worth $1.29K as of Q1 2026.
Financial Perspectives left its ICU Medical share count unchanged in Q1 2026.
ICU Medical made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #655 holding.
Financial Perspectives first reported a position in ICU Medical in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's ICU Medical position peaked at $10K in Q1 2021.
275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.