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Opal Wealth Advisors’s ICU Medical ICUI Stock Holding History

Opal 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
2025
Q3 		– Sell
-167
Closed -$22.1K – 353
2025
Q2 		$22.1K Buy
167
+4
+2% +$542 0.01% 547
2025
Q1 		$22.6K Buy
+163
New +$25.3K 0.01% 508
2024
Q3 		– Sell
-162
Closed -$19.2K – 648
2024
Q2 		$19.2K Buy
+162
New +$17K 0.01% 521

Other funds holding ICUI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Opal Wealth Advisors's ICUI Position: Q3 2025 in Review

Opal Wealth Advisors sold out of ICU Medical (ICUI) in Q3 2025, closing a stake of 167 shares — an estimated $22.1K sold.

Opal Wealth Advisors first reported a position in ICUI in Q2 2024 and held it in 3 quarters. The position peaked at $22.6K in Q1 2025. 270 funds tracked by Wall St. Rank hold ICUI as of Q3 2025.

  • Opal Wealth Advisors reported no remaining ICU Medical position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 167 ICU Medical shares in Q3 2025, an estimated $22.1K.
  • Opal Wealth Advisors first reported a position in ICU Medical in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's ICU Medical position peaked at $22.6K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held ICU Medical as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.