SageView Advisory Group’s ICU Medical ICUI Stock Holding History

SageView Advisory 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 Q1	–	Sell	-5	Closed	-$714	–	1425
2025 Q4	$714	Buy	+5	New	+$670	﹤0.01%	2409

Other funds holding ICUI

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

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

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

SageView Advisory Group's ICUI Position: Q1 2026 in Review

SageView Advisory Group sold out of ICU Medical (ICUI) in Q1 2026, closing a stake of 5 shares — an estimated $714 sold.

SageView Advisory Group first reported a position in ICUI in Q4 2025 and held it in 1 quarter. The position peaked at $714 in Q4 2025. 276 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

SageView Advisory Group reported no remaining ICU Medical position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5 ICU Medical shares in Q1 2026, an estimated $714.
SageView Advisory Group first reported a position in ICU Medical in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's ICU Medical position peaked at $714 in Q4 2025.
276 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.