Wealthspire Advisors (New York)
ICUI icon

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
Q2 		$368K Sell
2,509
-82
-3% -$10.7K ﹤0.01% 917
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s ICUI Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its ICU Medical (ICUI) stake by 3.2% in Q2 2026, selling an estimated $10.7K and leaving 2,509 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Wealthspire Advisors (New York) first reported a position in ICUI in Q1 2021 and has held it in 21 quarters since. The position peaked at $599K in Q4 2021. 288 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,509 shares of ICU Medical worth $368K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 82 ICU Medical shares in Q2 2026, an estimated $10.7K.
  • ICU Medical made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #917 holding.
  • Wealthspire Advisors (New York) first reported a position in ICU Medical in Q1 2021 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s ICU Medical position peaked at $599K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.