Position in ICUI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$86,917
-$1,110 QoQ
Shares Held
673
+9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ICUI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,434,811 across 38 Medical Instruments & Supplies names. ICUI ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in ICUI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,917 | 673 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $88,027 | 617 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $89,730 | 748 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $102,944 | 779 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $109,838 | 791 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $118,394 | 763 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $141,767 | 778 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $91,081 | 767 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $69,436 | 647 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $57,649 | 578 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,590 | 131 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,640 | 99 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $14,186 | 86 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,354 | 34 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,048 | 80 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,383 | 51 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $12,245 | 55 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $11,154 | 47 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $9,672 | 47 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $9,655 | 47 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $10,081 | 47 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $8,589 | 47 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $8,662 | 47 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $9,483 | 47 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||