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Copia Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Copia 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
Q2 		$4.06K Buy
33
+23
+230% +$3.45K ﹤0.01% 415
2026
Q1 		$1.57K Hold
10
– – ﹤0.01% 448
2025
Q4 		$1.62K Hold
10
– – ﹤0.01% 448
2025
Q3 		$1.69K Hold
10
– – ﹤0.01% 417
2025
Q2 		$1.83K Hold
10
– – ﹤0.01% 394
2025
Q1 		$1.73K Hold
10
– – ﹤0.01% 388
2024
Q4 		$1.49K Buy
+10
New +$1.58K ﹤0.01% 367

Other funds holding ICE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Copia Wealth Management's ICE Position: Q2 2026 in Review

Copia Wealth Management increased its Intercontinental Exchange (ICE) stake by 230% in Q2 2026, buying an estimated $3.45K and bringing the position to 33 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Copia Wealth Management first reported a position in ICE in Q4 2024 and has held it in 7 quarters since. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Copia Wealth Management held 33 shares of Intercontinental Exchange worth $4.06K as of Q2 2026.
  • Copia Wealth Management bought 23 Intercontinental Exchange shares in Q2 2026, an estimated $3.45K.
  • Intercontinental Exchange made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Copia Wealth Management first reported a position in Intercontinental Exchange in Q4 2024 and has held it in 7 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.