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Heartwood Wealth Advisors’s ICU Medical ICUI Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-4
Closed -$480 – 389
2025
Q3 		$480 Buy
+4
New +$507 ﹤0.01% 602

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Heartwood Wealth Advisors's ICUI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of ICU Medical (ICUI) in Q4 2025, closing a stake of 4 shares — an estimated $480 sold.

Heartwood Wealth Advisors first reported a position in ICUI in Q3 2025 and held it in 1 quarter. The position peaked at $480 in Q3 2025. 291 funds tracked by Wall St. Rank hold ICUI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining ICU Medical position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 ICU Medical shares in Q4 2025, an estimated $480.
  • Heartwood Wealth Advisors first reported a position in ICU Medical in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's ICU Medical position peaked at $480 in Q3 2025.
  • 291 funds tracked by Wall St. Rank held ICU Medical as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.