Heck Capital Advisors’s ICU Medical ICUI Stock Holding History

Heck Capital 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 Q1	–	Sell	-146	Closed	-$22.7K	–	495
2024 Q4	$22.7K	Buy	+146	New	+$24.7K	﹤0.01%	461

Other funds holding ICUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Heck Capital Advisors's ICUI Position: Q1 2025 in Review

Heck Capital Advisors sold out of ICU Medical (ICUI) in Q1 2025, closing a stake of 146 shares — an estimated $22.7K sold.

Heck Capital Advisors first reported a position in ICUI in Q4 2024 and held it in 1 quarter. The position peaked at $22.7K in Q4 2024. 281 funds tracked by Wall St. Rank hold ICUI as of Q1 2025.

Heck Capital Advisors reported no remaining ICU Medical position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 146 ICU Medical shares in Q1 2025, an estimated $22.7K.
Heck Capital Advisors first reported a position in ICU Medical in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's ICU Medical position peaked at $22.7K in Q4 2024.
281 funds tracked by Wall St. Rank held ICU Medical as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.