Baron Wealth Management
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Baron Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Baron Wealth Management’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 		$350K Buy
2,302
+212
+10% +$32K 0.09% 172
2026
Q2 		$257K Sell
2,090
-139
-6% -$20.9K 0.07% 235
2026
Q1 		$351K Buy
2,229
+704
+46% +$115K 0.1% 159
2025
Q4 		$247K Sell
1,525
-422
-22% -$66.1K 0.08% 205
2025
Q3 		$328K Sell
1,947
-29
-1% -$5.18K 0.11% 143
2025
Q2 		$362K Buy
1,976
+80
+4% +$13.7K 0.13% 122
2025
Q1 		$327K Buy
1,896
+216
+13% +$35.4K 0.14% 118
2024
Q4 		$250K Buy
1,680
+13
+0.8% +$2.06K 0.12% 143
2024
Q3 		$268K Buy
1,667
+102
+7% +$15.7K 0.13% 139
2024
Q2 		$214K Sell
1,565
-351
-18% -$47.2K 0.11% 159
2024
Q1 		$263K Sell
1,916
-4
-0.2% -$531 0.14% 136
2023
Q4 		$247K Sell
1,920
-216
-10% -$24.5K 0.14% 139
2023
Q3 		$235K Buy
2,136
+29
+1% +$3.32K 0.15% 118
2023
Q2 		$238K Sell
2,107
-67
-3% -$7.26K 0.15% 117
2023
Q1 		$227K Buy
2,174
+16
+0.7% +$1.67K 0.16% 115
2022
Q4 		$221K Buy
+2,158
New +$215K 0.17% 117

Other funds holding ICE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Baron Wealth Management's ICE Position: Q3 2026 in Review

Baron Wealth Management increased its Intercontinental Exchange (ICE) stake by 10% in Q3 2026, buying an estimated $32K and bringing the position to 2,302 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #172.

Baron Wealth Management first reported a position in ICE in Q4 2022 and has held it in 16 quarters since. The position peaked at $362K in Q2 2025. 1,440 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Baron Wealth Management held 2,302 shares of Intercontinental Exchange worth $350K as of Q3 2026.
  • Baron Wealth Management bought 212 Intercontinental Exchange shares in Q3 2026, an estimated $32K.
  • Intercontinental Exchange made up 0.09% of Baron Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Baron Wealth Management first reported a position in Intercontinental Exchange in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Intercontinental Exchange position peaked at $362K in Q2 2025.
  • 1,440 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.