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 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	$1.85K	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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

JFS Wealth Advisors's ICUI Position: Q2 2026 in Review

JFS Wealth Advisors increased its ICU Medical (ICUI) stake by 40% in Q2 2026, buying an estimated $521 and bringing the position to 14 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

JFS Wealth Advisors first reported a position in ICUI in Q4 2021 and has held it in 15 quarters since. The position peaked at $3K in Q2 2022. 26 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

JFS Wealth Advisors held 14 shares of ICU Medical worth $2.05K as of Q2 2026.
JFS Wealth Advisors bought 4 ICU Medical shares in Q2 2026, an estimated $521.
ICU Medical made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1601 holding.
JFS Wealth Advisors first reported a position in ICU Medical in Q4 2021 and has held it in 15 quarters since.
JFS Wealth Advisors's ICU Medical position peaked at $3K in Q2 2022.
26 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.