LRI Investments’s ICU Medical ICUI Stock Holding History

LRI Investments’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	$29.5K	Sell	201 -11	-5%	-$1.43K	﹤0.01%	671
2026 Q1	$27.4K	Buy	212 +6	+3%	+$862	﹤0.01%	625
2025 Q4	$29.4K	Hold	206	–	–	﹤0.01%	632
2025 Q3	$24.7K	Hold	206	–	–	﹤0.01%	677
2025 Q2	$27.2K	Buy	206 +7	+4%	+$949	﹤0.01%	646
2025 Q1	$27.6K	Hold	199	–	–	﹤0.01%	619
2024 Q4	$30.9K	Sell	199 -13	-6%	-$2.2K	﹤0.01%	598
2024 Q3	$36.4K	Sell	212 -22	-9%	-$3.26K	﹤0.01%	555
2024 Q2	$27.8K	Buy	+234	New	+$24.6K	﹤0.01%	563

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

LRI Investments's ICUI Position: Q2 2026 in Review

LRI Investments reduced its ICU Medical (ICUI) stake by 5.2% in Q2 2026, selling an estimated $1.43K and leaving 201 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

LRI Investments first reported a position in ICUI in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.4K in Q3 2024. 26 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

LRI Investments held 201 shares of ICU Medical worth $29.5K as of Q2 2026.
LRI Investments sold 11 ICU Medical shares in Q2 2026, an estimated $1.43K.
ICU Medical made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #671 holding.
LRI Investments first reported a position in ICU Medical in Q2 2024 and has held it in 9 quarters since.
LRI Investments's ICU Medical position peaked at $36.4K in Q3 2024.
26 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.