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Private Wealth Asset Management’s ICU Medical ICUI Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-8
Closed -$1.11K – 1169
2025
Q1 		$1.11K Buy
+8
New +$1.24K ﹤0.01% 866

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Vanguard Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Private Wealth Asset Management's ICUI Position: Q2 2025 in Review

Private Wealth Asset Management sold out of ICU Medical (ICUI) in Q2 2025, closing a stake of 8 shares — an estimated $1.11K sold.

Private Wealth Asset Management first reported a position in ICUI in Q1 2025 and held it in 1 quarter. The position peaked at $1.11K in Q1 2025. 271 funds tracked by Wall St. Rank hold ICUI as of Q2 2025.

  • Private Wealth Asset Management reported no remaining ICU Medical position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 8 ICU Medical shares in Q2 2025, an estimated $1.11K.
  • Private Wealth Asset Management first reported a position in ICU Medical in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's ICU Medical position peaked at $1.11K in Q1 2025.
  • 271 funds tracked by Wall St. Rank held ICU Medical as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.