Avantax Planning Partners’s Intercontinental Exchange ICE Stock Holding History

Avantax Planning Partners’s Portfolio ICE Stock Details ICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,299	Closed	-$204K	–	467
2026 Q1	$204K	Buy	+1,299	New	+$212K	0.01%	419
2018 Q4	–	Sell	-614	Closed	-$46K	–	699
2018 Q3	$46K	Buy	+614	New	+$46.2K	﹤0.01%	505
2018 Q2	–	Sell	-680	Closed	-$49K	–	791
2018 Q1	$49K	Buy	+680	New	+$49.7K	﹤0.01%	531

Other funds holding ICE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avantax Planning Partners's ICE Position: Q2 2026 in Review

Avantax Planning Partners sold out of Intercontinental Exchange (ICE) in Q2 2026, closing a stake of 1,299 shares — an estimated $204K sold.

Avantax Planning Partners first reported a position in ICE in Q1 2018 and held it in 3 quarters. The position peaked at $204K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

Avantax Planning Partners reported no remaining Intercontinental Exchange position as of Q2 2026 after selling out during the quarter.
Avantax Planning Partners sold 1,299 Intercontinental Exchange shares in Q2 2026, an estimated $204K.
Avantax Planning Partners first reported a position in Intercontinental Exchange in Q1 2018 and held it in 3 quarters.
Avantax Planning Partners's Intercontinental Exchange position peaked at $204K in Q1 2026.
1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.