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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
Q2 		$42.1K Sell
287
-53
-16% -$6.91K ﹤0.01% 1399
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 $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's ICUI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its ICU Medical (ICUI) stake by 16% in Q2 2026, selling an estimated $6.91K and leaving 287 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Pinnacle Wealth Planning Services first reported a position in ICUI in Q4 2020 and has held it in 4 quarters since. The position peaked at $53.5K in Q4 2025. 289 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 287 shares of ICU Medical worth $42.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 53 ICU Medical shares in Q2 2026, an estimated $6.91K.
  • ICU Medical made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1399 holding.
  • Pinnacle Wealth Planning Services first reported a position in ICU Medical in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's ICU Medical position peaked at $53.5K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.