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Pension & Wealth Management Advisors’s ICU Medical ICUI Stock Holding History

Pension & Wealth Management 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
2023
Q2 		– Sell
-6
Closed -$990 – 293
2023
Q1 		$990 Buy
+6
New +$1.03K ﹤0.01% 300

Other funds holding ICUI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pension & Wealth Management Advisors's ICUI Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of ICU Medical (ICUI) in Q2 2023, closing a stake of 6 shares — an estimated $990 sold.

Pension & Wealth Management Advisors first reported a position in ICUI in Q1 2023 and held it in 1 quarter. The position peaked at $990 in Q1 2023. 231 funds tracked by Wall St. Rank hold ICUI as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining ICU Medical position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 6 ICU Medical shares in Q2 2023, an estimated $990.
  • Pension & Wealth Management Advisors first reported a position in ICU Medical in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's ICU Medical position peaked at $990 in Q1 2023.
  • 231 funds tracked by Wall St. Rank held ICU Medical as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.