RFP
ICUI icon

Root Financial Partners’s ICU Medical ICUI Stock Holding History

Root Financial Partners’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 		$8.39K Sell
65
-3
-4% -$431 ﹤0.01% 1752
2025
Q4 		$9.7K Buy
68
+36
+113% +$4.82K ﹤0.01% 1503
2025
Q3 		$3.84K Buy
+32
New +$4.05K ﹤0.01% 1810

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

Root Financial Partners's ICUI Position: Q1 2026 in Review

Root Financial Partners reduced its ICU Medical (ICUI) stake by 4.4% in Q1 2026, selling an estimated $431 and leaving 65 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Root Financial Partners first reported a position in ICUI in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.7K in Q4 2025. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

  • Root Financial Partners held 65 shares of ICU Medical worth $8.39K as of Q1 2026.
  • Root Financial Partners sold 3 ICU Medical shares in Q1 2026, an estimated $431.
  • ICU Medical made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1752 holding.
  • Root Financial Partners first reported a position in ICU Medical in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's ICU Medical position peaked at $9.7K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.