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

Private Wealth Management Group’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	$5.72K	Hold	39	–	–	﹤0.01%	797
2026 Q1	$5.04K	Hold	39	–	–	﹤0.01%	766
2025 Q4	$5.57K	Hold	39	–	–	﹤0.01%	729
2025 Q3	$4.68K	Hold	39	–	–	﹤0.01%	813
2025 Q2	$5.15K	Hold	39	–	–	﹤0.01%	743
2025 Q1	$5.42K	Hold	39	–	–	﹤0.01%	694
2024 Q4	$6.05K	Hold	39	–	–	﹤0.01%	669
2024 Q3	$7.11K	Hold	39	–	–	﹤0.01%	582
2024 Q2	$4.63K	Buy	39 +17	+77%	+$1.79K	﹤0.01%	730
2024 Q1	$2.36K	Hold	22	–	–	﹤0.01%	898
2023 Q4	$2.19K	Buy	+22	New	+$2.15K	﹤0.01%	942

Other funds holding ICUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's ICUI Position: Q2 2026 in Review

Private Wealth Management Group held its ICU Medical (ICUI) position steady in Q2 2026 at 39 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Private Wealth Management Group first reported a position in ICUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.11K in Q3 2024. 289 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

Private Wealth Management Group held 39 shares of ICU Medical worth $5.72K as of Q2 2026.
Private Wealth Management Group left its ICU Medical share count unchanged in Q2 2026.
ICU Medical made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #797 holding.
Private Wealth Management Group first reported a position in ICU Medical in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's ICU Medical position peaked at $7.11K in Q3 2024.
289 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.