True Wealth Design
ICUI icon

True Wealth Design’s ICU Medical ICUI Stock Holding History

True Wealth Design’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 		$10.4K Hold
65
– – ﹤0.01% 1047
2026
Q2 		$9.5K Sell
65
-30
-32% -$3.91K ﹤0.01% 1076
2026
Q1 		$12.3K Sell
95
-11
-10% -$1.58K ﹤0.01% 910
2025
Q4 		$15.1K Buy
106
+11
+12% +$1.47K ﹤0.01% 705
2025
Q3 		$11.4K Buy
95
+78
+459% +$9.9K ﹤0.01% 792
2025
Q2 		$2.25K Buy
+17
New +$2.3K ﹤0.01% 1140

Other funds holding ICUI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

True Wealth Design's ICUI Position: Q3 2026 in Review

True Wealth Design held its ICU Medical (ICUI) position steady in Q3 2026 at 65 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

True Wealth Design first reported a position in ICUI in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.1K in Q4 2025. 165 funds tracked by Wall St. Rank hold ICUI as of Q3 2026.

  • True Wealth Design held 65 shares of ICU Medical worth $10.4K as of Q3 2026.
  • True Wealth Design left its ICU Medical share count unchanged in Q3 2026.
  • ICU Medical made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1047 holding.
  • True Wealth Design first reported a position in ICU Medical in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's ICU Medical position peaked at $15.1K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held ICU Medical as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.