West Branch Capital’s ICU Medical ICUI Stock Holding History

West Branch Capital’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	-35	Closed	-$4.99K	–	405
2025 Q4	$4.99K	Hold	35	–	–	﹤0.01%	311
2025 Q3	$4.2K	Hold	35	–	–	﹤0.01%	340
2025 Q2	$4.63K	Hold	35	–	–	﹤0.01%	336
2025 Q1	$4.86K	Hold	35	–	–	﹤0.01%	351
2024 Q4	$5.43K	Hold	35	–	–	﹤0.01%	327
2024 Q3	$6.38K	Hold	35	–	–	﹤0.01%	314
2024 Q2	$4.16K	Hold	35	–	–	﹤0.01%	348
2024 Q1	$3.76K	Hold	35	–	–	﹤0.01%	352
2023 Q4	$3.49K	Hold	35	–	–	﹤0.01%	362
2023 Q3	$4.17K	Hold	35	–	–	﹤0.01%	356
2023 Q2	$6.24K	Hold	35	–	–	﹤0.01%	326
2023 Q1	$5.77K	Hold	35	–	–	﹤0.01%	337
2022 Q4	$5.51K	Hold	35	–	–	﹤0.01%	331
2022 Q3	$5K	Hold	35	–	–	﹤0.01%	344
2022 Q2	$6K	Hold	35	–	–	﹤0.01%	321
2022 Q1	$8K	Hold	35	–	–	﹤0.01%	313
2021 Q4	$8K	Hold	35	–	–	﹤0.01%	345
2021 Q3	$8K	Hold	35	–	–	﹤0.01%	327
2021 Q2	$7K	Buy	+35	New	+$7.2K	﹤0.01%	348

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

West Branch Capital's ICUI Position: Q1 2026 in Review

West Branch Capital sold out of ICU Medical (ICUI) in Q1 2026, closing a stake of 35 shares — an estimated $4.99K sold.

West Branch Capital first reported a position in ICUI in Q2 2021 and held it in 19 quarters. The position peaked at $8K in Q1 2022. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

West Branch Capital reported no remaining ICU Medical position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 35 ICU Medical shares in Q1 2026, an estimated $4.99K.
West Branch Capital first reported a position in ICU Medical in Q2 2021 and held it in 19 quarters.
West Branch Capital's ICU Medical position peaked at $8K in Q1 2022.
275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.