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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
Q2 		– Sell
-65
Closed -$8.39K – 1710
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

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Root Financial Partners's ICUI Position: Q2 2026 in Review

Root Financial Partners sold out of ICU Medical (ICUI) in Q2 2026, closing a stake of 65 shares — an estimated $8.39K sold.

Root Financial Partners first reported a position in ICUI in Q3 2025 and held it in 3 quarters. The position peaked at $9.7K in Q4 2025. 288 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

  • Root Financial Partners reported no remaining ICU Medical position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 65 ICU Medical shares in Q2 2026, an estimated $8.39K.
  • Root Financial Partners first reported a position in ICU Medical in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ICU Medical position peaked at $9.7K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.