JFS Wealth Advisors
ICUI icon

JFS Wealth Advisors’s ICU Medical ICUI Stock Holding History

JFS 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
Q3 		$2.25K Hold
14
– – ﹤0.01% 1563
2026
Q2 		$2.05K Buy
14
+4
+40% +$521 ﹤0.01% 1601
2026
Q1 		$1.29K Sell
10
-3
-23% -$431 ﹤0.01% 1621
2025
Q4 		$1.86K Buy
13
+9
+225% +$1.21K ﹤0.01% 1569
2025
Q3 		$480 Sell
4
-6
-60% -$760 ﹤0.01% 1771
2025
Q2 		$1.32K Buy
10
+5
+100% +$678 ﹤0.01% 1499
2025
Q1 		$695 Hold
5
– – ﹤0.01% 1720
2024
Q4 		$776 Buy
5
+1
+25% +$169 ﹤0.01% 1718
2024
Q3 		$729 Buy
4
+1
+33% +$148 ﹤0.01% 1747
2024
Q2 		$357 Hold
3
– – ﹤0.01% 1845
2024
Q1 		$322 Hold
3
– – ﹤0.01% 1852
2023
Q4 		$300 Buy
3
+1
+50% +$98 ﹤0.01% 1860
2023
Q3 		$239 Buy
+2
New +$298 ﹤0.01% 1841
2022
Q3 		– Sell
-19
Closed -$3K – 1814
2022
Q2 		$3K Buy
19
+9
+90% +$1.73K ﹤0.01% 1189
2022
Q1 		$2K Buy
10
+5
+100% +$1.12K ﹤0.01% 1429
2021
Q4 		$1K Buy
+5
New +$1.17K ﹤0.01% 1406

Other funds holding ICUI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

JFS Wealth Advisors's ICUI Position: Q3 2026 in Review

JFS Wealth Advisors held its ICU Medical (ICUI) position steady in Q3 2026 at 14 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

JFS Wealth Advisors first reported a position in ICUI in Q4 2021 and has held it in 16 quarters since. The position peaked at $3K in Q2 2022. 248 funds tracked by Wall St. Rank hold ICUI as of Q3 2026.

  • JFS Wealth Advisors held 14 shares of ICU Medical worth $2.25K as of Q3 2026.
  • JFS Wealth Advisors left its ICU Medical share count unchanged in Q3 2026.
  • ICU Medical made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1563 holding.
  • JFS Wealth Advisors first reported a position in ICU Medical in Q4 2021 and has held it in 16 quarters since.
  • JFS Wealth Advisors's ICU Medical position peaked at $3K in Q2 2022.
  • 248 funds tracked by Wall St. Rank held ICU Medical as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.