SCHEDULE: Fuller & Thaler Asset Management Discloses ICU Medical Stake

Fuller & Thaler Asset Management, Inc. has filed a Schedule 13G, reporting beneficial ownership of 4.94% of ICU Medical Inc.'s common stock as of March 31, 2026.

Summary

• Fuller & Thaler Asset Management, Inc. has filed a Schedule 13G, indicating their beneficial ownership of ICU Medical Inc. common stock.
• As of March 31, 2026, the firm reported owning 1,220,538.95 shares, representing 4.94% of the class of securities.
• The filing specifies sole voting power for 1,201,822.95 shares and sole dispositive power for 1,220,538.95 shares.
• The reporting entity is identified as an investment adviser.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral; it's a routine disclosure of beneficial ownership by an investment firm and does not inherently signal positive or negative performance for the company.

Positives

• Fuller & Thaler Asset Management, Inc. holds a significant stake (4.94%) in ICU Medical Inc., suggesting confidence in the company's prospects.
• The filing confirms that the shares are held in the ordinary course of business, implying a standard investment strategy rather than a hostile takeover attempt.

Risks

• While not explicitly stated as a risk in this filing, any significant shift in beneficial ownership by large institutional investors like Fuller & Thaler could impact market perception and stock price.
• The filing does not detail the specific investment strategy or rationale behind acquiring this stake, leaving potential future changes in ownership or strategy unaddressed.

Future Outlook

The filing does not contain forward-looking statements or guidance regarding ICU Medical Inc.'s future performance. It solely reports on the beneficial ownership of securities.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are standard disclosures for institutional investors crossing certain ownership thresholds. Fuller & Thaler Asset Management's filing indicates a notable position in the medical device sector, specifically within ICU Medical Inc., a company involved in critical care products.

Stakeholder Impact

• Shareholders: The filing provides transparency regarding institutional ownership, which can influence investor confidence and market perception.
• Management: The disclosure confirms an institutional investor's significant stake, which may lead to increased engagement or scrutiny from Fuller & Thaler Asset Management.

Next Steps

• Fuller & Thaler Asset Management, Inc. will continue to monitor its beneficial ownership of ICU Medical Inc. common stock and file amendments to Schedule 13G as required by SEC regulations.

Key Dates

Keywords

ICU Medical, Schedule 13G, Fuller & Thaler Asset Management, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Institutional Investor