Wealthspire Advisors (New York)’s ICU Medical ICUI Stock Holding History

Wealthspire Advisors (New York)’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	$335K	Sell	2,591 -245	-9%	-$35.2K	﹤0.01%	692
2025 Q4	$405K	Buy	2,836 +249	+10%	+$33.4K	﹤0.01%	685
2025 Q3	$310K	Sell	2,587 -327	-11%	-$41.4K	﹤0.01%	652
2025 Q2	$385K	Buy	2,914 +297	+11%	+$40.3K	﹤0.01%	605
2025 Q1	$363K	Sell	2,617 -43	-2%	-$6.67K	﹤0.01%	592
2024 Q4	$413K	Buy	2,660 +160	+6%	+$27.1K	﹤0.01%	568
2024 Q3	$456K	Hold	2,500	–	–	﹤0.01%	511
2024 Q2	$297K	Hold	2,500	–	–	﹤0.01%	544
2024 Q1	$268K	Hold	2,500	–	–	﹤0.01%	539
2023 Q4	$249K	Sell	2,500 -9	-0.4%	-$880	﹤0.01%	567
2023 Q3	$299K	Hold	2,509	–	–	﹤0.01%	485
2023 Q2	$447K	Hold	2,509	–	–	0.01%	385
2023 Q1	$414K	Sell	2,509 -81	-3%	-$13.9K	0.01%	382
2022 Q4	$408K	Buy	2,590 +90	+4%	+$13.7K	0.01%	405
2022 Q3	$376K	Hold	2,500	–	–	0.01%	381
2022 Q2	$411K	Hold	2,500	–	–	0.01%	345
2022 Q1	$557K	Sell	2,500 -23	-0.9%	-$5.15K	0.01%	260
2021 Q4	$599K	Sell	2,523 -4	-0.2%	-$934	0.01%	297
2021 Q3	$590K	Buy	+2,527	New	+$530K	0.01%	324
2021 Q2	–	Sell	-2,605	Closed	-$535K	–	508
2021 Q1	$535K	Buy	+2,605	New	+$550K	0.01%	378

Other funds holding ICUI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s ICUI Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its ICU Medical (ICUI) stake by 8.6% in Q1 2026, selling an estimated $35.2K and leaving 2,591 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Wealthspire Advisors (New York) first reported a position in ICUI in Q1 2021 and has held it in 20 quarters since. The position peaked at $599K in Q4 2021. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

Wealthspire Advisors (New York) held 2,591 shares of ICU Medical worth $335K as of Q1 2026.
Wealthspire Advisors (New York) sold 245 ICU Medical shares in Q1 2026, an estimated $35.2K.
ICU Medical made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #692 holding.
Wealthspire Advisors (New York) first reported a position in ICU Medical in Q1 2021 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s ICU Medical position peaked at $599K in Q4 2021.
275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.