Root Financial Partners
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
Q3 		$13.5K Buy
+84
New +$13.9K ﹤0.01% 1759
2026
Q2 		– Sell
-65
Closed -$8.4K – 1710
2026
Q1 		$8.4K 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: Q3 2026 in Review

Root Financial Partners opened a new position in ICU Medical (ICUI) in Q3 2026: 84 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #1759 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ICUI as recently as Q1 2026.

Root Financial Partners first reported a position in ICUI in Q3 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold ICUI as of Q3 2026.

  • Root Financial Partners held 84 shares of ICU Medical worth $13.5K as of Q3 2026.
  • ICU Medical was a new Root Financial Partners position in Q3 2026.
  • ICU Medical made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1759 holding.
  • Root Financial Partners first reported a position in ICU Medical in Q3 2025 and has held it in 4 quarters since.
  • 248 funds tracked by Wall St. Rank held ICU Medical as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.