Congress Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Congress 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
2025 Q2	$381K	Buy	2,078 +425	+26%	+$73K	﹤0.01%	1006
2025 Q1	$286K	Buy	+1,653	New	+$271K	﹤0.01%	947
2024 Q1	–	Sell	-1,635	Closed	-$210K	–	604
2023 Q4	$210K	Buy	+1,635	New	+$185K	﹤0.01%	590
2022 Q2	–	Sell	-3,035	Closed	-$401K	–	582
2022 Q1	$401K	Sell	3,035 -256	-8%	-$33.1K	0.01%	472
2021 Q4	$450K	Buy	+3,291	New	+$436K	0.01%	481

Other funds holding ICE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management's ICE Position: Q2 2025 in Review

Congress Wealth Management increased its Intercontinental Exchange (ICE) stake by 26% in Q2 2025, buying an estimated $73K and bringing the position to 2,078 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Congress Wealth Management first reported a position in ICE in Q4 2021 and has held it in 5 quarters since. The position peaked at $450K in Q4 2021. 1,707 funds tracked by Wall St. Rank hold ICE as of Q2 2025.

Congress Wealth Management held 2,078 shares of Intercontinental Exchange worth $381K as of Q2 2025.
Congress Wealth Management bought 425 Intercontinental Exchange shares in Q2 2025, an estimated $73K.
Intercontinental Exchange made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1006 holding.
Congress Wealth Management first reported a position in Intercontinental Exchange in Q4 2021 and has held it in 5 quarters since.
Congress Wealth Management's Intercontinental Exchange position peaked at $450K in Q4 2021.
1,707 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.