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Peterson Wealth Services’s ICU Medical ICUI Stock Holding History

Peterson Wealth Services’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
-200
Closed -$26.4K – 223
2025
Q2 		$26.4K Hold
200
– – 0.01% 167
2025
Q1 		$27.8K Hold
200
– – 0.01% 168
2024
Q4 		$31K Hold
200
– – 0.01% 167
2024
Q3 		$36.4K Buy
+200
New +$29.6K 0.01% 165

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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

Peterson Wealth Services's ICUI Position: Q3 2025 in Review

Peterson Wealth Services sold out of ICU Medical (ICUI) in Q3 2025, closing a stake of 200 shares — an estimated $26.4K sold.

Peterson Wealth Services first reported a position in ICUI in Q3 2024 and held it in 4 quarters. The position peaked at $36.4K in Q3 2024. 270 funds tracked by Wall St. Rank hold ICUI as of Q3 2025.

  • Peterson Wealth Services reported no remaining ICU Medical position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 200 ICU Medical shares in Q3 2025, an estimated $26.4K.
  • Peterson Wealth Services first reported a position in ICU Medical in Q3 2024 and held it in 4 quarters.
  • Peterson Wealth Services's ICU Medical position peaked at $36.4K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held ICU Medical as of Q3 2025.

Based on Peterson Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.