SCHEDULE: Fuller & Thaler Asset Management Holds 5.19% of ICU Medical

Fuller & Thaler Asset Management, Inc. has disclosed a beneficial ownership of 5.19% of ICU Medical, Inc.'s common stock as of June 30, 2026.

Summary

• Fuller & Thaler Asset Management, Inc. has filed a Schedule 13G, reporting beneficial ownership of ICU Medical, Inc. common stock.
• The filing indicates that Fuller & Thaler Asset Management, Inc. beneficially owns 1,298,126.96 shares, representing 5.19% of the class.
• This ownership level was reported as of June 30, 2026.
• The reporting person has sole voting power over 1,276,819.96 shares and sole dispositive power over 1,298,126.96 shares.
• 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: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, indicating a significant but not overwhelming ownership stake by a major asset manager. The filing confirms a substantial holding without signaling aggressive intent, suggesting a stable investment position.

Positives

• Fuller & Thaler Asset Management, Inc., a significant asset manager, holds a substantial stake (5.19%) in ICU Medical, Inc.
• The filing confirms that the shares are held in the ordinary course of business, suggesting a stable investment rather than activist intent.

Negatives

• No specific negative financial or operational information is presented in this ownership filing.

Risks

• While not explicitly stated as a risk in this filing, any significant change in ownership by a major shareholder like Fuller & Thaler Asset Management could potentially influence company strategy or governance.
• The filing does not detail specific risks related to ICU Medical's operations or market position.

Future Outlook

This filing is an ownership disclosure and does not contain forward-looking statements or guidance regarding the company's future performance.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that institutional ownership filings like this Schedule 13G are common in the healthcare sector. Fuller & Thaler Asset Management's stake suggests confidence in ICU Medical's market position or growth prospects within the medical device industry.

Stakeholder Impact

• Shareholders: The significant stake held by Fuller & Thaler Asset Management may provide stability to the stock price, but also indicates a large investor whose future actions could influence market perception.
• Management/Board: The presence of a substantial institutional holder can sometimes lead to increased scrutiny or engagement on corporate governance and strategic decisions.

Next Steps

• No specific next steps are outlined in this ownership filing.

Key Dates

Keywords

ICU Medical, Fuller & Thaler Asset Management, Schedule 13G, Beneficial Ownership, Common Stock, Asset Management, Investment Holding