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Plante Moran Financial Advisors’s ICU Medical ICUI Stock Holding History

Plante Moran Financial 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
2026
Q2 		$733 Buy
+5
New +$652 ﹤0.01% 994
2018
Q1 		– Sell
-4
Closed -$1K – 978
2017
Q4 		$1K Buy
+4
New +$810 ﹤0.01% 830
2014
Q2 		– Sell
-93
Closed -$6K – 842
2014
Q1 		$6K Buy
+93
New +$5.73K 0.01% 441

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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

Plante Moran Financial Advisors's ICUI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in ICU Medical (ICUI) in Q2 2026: 5 shares worth $733. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in ICUI as recently as Q4 2017.

Plante Moran Financial Advisors first reported a position in ICUI in Q1 2014 and has held it in 3 quarters since. The position peaked at $6K in Q1 2014. 288 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

  • Plante Moran Financial Advisors held 5 shares of ICU Medical worth $733 as of Q2 2026.
  • ICU Medical was a new Plante Moran Financial Advisors position in Q2 2026.
  • ICU Medical made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #994 holding.
  • Plante Moran Financial Advisors first reported a position in ICU Medical in Q1 2014 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's ICU Medical position peaked at $6K in Q1 2014.
  • 288 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.