Lido Advisors
ICUI icon

Lido Advisors’s ICU Medical ICUI Stock Holding History

Lido 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 		$471K Buy
3,213
+303
+10% +$39.5K ﹤0.01% 1508
2026
Q1 		$376K Buy
2,910
+431
+17% +$62K ﹤0.01% 1456
2025
Q4 		$311K Buy
2,479
+106
+4% +$14.2K ﹤0.01% 1550
2025
Q3 		$285K Buy
2,373
+174
+8% +$22K ﹤0.01% 1514
2025
Q2 		$291K Buy
+2,199
New +$298K ﹤0.01% 1363

Other funds holding ICUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's ICUI Position: Q2 2026 in Review

Lido Advisors increased its ICU Medical (ICUI) stake by 10% in Q2 2026, buying an estimated $39.5K and bringing the position to 3,213 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Lido Advisors first reported a position in ICUI in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

  • Lido Advisors held 3,213 shares of ICU Medical worth $471K as of Q2 2026.
  • Lido Advisors bought 303 ICU Medical shares in Q2 2026, an estimated $39.5K.
  • ICU Medical made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1508 holding.
  • Lido Advisors first reported a position in ICU Medical in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.