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Pinnacle Wealth Planning Services’s ICU Medical ICUI Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		$43.9K Sell
340
-35
-9% -$5.03K ﹤0.01% 1271
2025
Q4 		$53.5K Buy
+375
New +$50.2K 0.01% 1156
2021
Q1 		– Sell
-12
Closed -$3K – 1093
2020
Q4 		$3K Buy
+12
New +$2.33K ﹤0.01% 1825

Other funds holding ICUI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ICUI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its ICU Medical (ICUI) stake by 9.3% in Q1 2026, selling an estimated $5.03K and leaving 340 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Pinnacle Wealth Planning Services first reported a position in ICUI in Q4 2020 and has held it in 3 quarters since. The position peaked at $53.5K in Q4 2025. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 340 shares of ICU Medical worth $43.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 35 ICU Medical shares in Q1 2026, an estimated $5.03K.
  • ICU Medical made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1271 holding.
  • Pinnacle Wealth Planning Services first reported a position in ICU Medical in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's ICU Medical position peaked at $53.5K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.