AWE
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Avidian Wealth Enterprises’s Intercontinental Exchange ICE Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$652K Buy
4,288
+240
+6% +$36.2K 0.02% 423
2026
Q2 		$498K Buy
4,048
+20
+0.5% +$3K 0.01% 478
2026
Q1 		$634K Buy
4,028
+2,354
+141% +$384K 0.02% 392
2025
Q4 		$271K Sell
1,674
-137
-8% -$21.5K 0.01% 494
2025
Q3 		$305K Buy
1,811
+13
+0.7% +$2.32K 0.01% 467
2025
Q2 		$330K Sell
1,798
-230
-11% -$39.5K 0.01% 422
2025
Q1 		$350K Buy
2,028
+109
+6% +$17.9K 0.02% 375
2024
Q4 		$286K Buy
1,919
+45
+2% +$7.13K 0.01% 409
2024
Q3 		$301K Buy
1,874
+47
+3% +$7.25K 0.01% 398
2024
Q2 		$250K Buy
+1,827
New +$245K 0.01% 430
2022
Q1 		– Sell
-2,946
Closed -$403K – 536
2021
Q4 		$403K Buy
+2,946
New +$390K 0.03% 342

Other funds holding ICE

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Avidian Wealth Enterprises's ICE Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Intercontinental Exchange (ICE) stake by 5.9% in Q3 2026, buying an estimated $36.2K and bringing the position to 4,288 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #423.

Avidian Wealth Enterprises first reported a position in ICE in Q4 2021 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Avidian Wealth Enterprises held 4,288 shares of Intercontinental Exchange worth $652K as of Q3 2026.
  • Avidian Wealth Enterprises bought 240 Intercontinental Exchange shares in Q3 2026, an estimated $36.2K.
  • Intercontinental Exchange made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #423 holding.
  • Avidian Wealth Enterprises first reported a position in Intercontinental Exchange in Q4 2021 and has held it in 11 quarters since.
  • 76 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.