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Crestmont Private Wealth’s Intercontinental Exchange ICE Stock Holding History

Crestmont Private Wealth’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
Q1 		$850K Buy
5,402
+508
+10% +$82.9K 0.27% 33
2025
Q4 		$793K Sell
4,894
-55
-1% -$8.61K 0.26% 31
2025
Q3 		$834K Buy
4,949
+462
+10% +$82.5K 0.28% 28
2025
Q2 		$823K Buy
4,487
+278
+7% +$47.8K 0.3% 22
2025
Q1 		$726K Buy
4,209
+544
+15% +$89.1K 0.31% 20
2024
Q4 		$546K Buy
3,665
+116
+3% +$18.4K 0.25% 30
2024
Q3 		$570K Buy
3,549
+232
+7% +$35.8K 0.25% 29
2024
Q2 		$454K Sell
3,317
-98
-3% -$13.2K 0.22% 29
2024
Q1 		$469K Buy
3,415
+296
+9% +$39.3K 0.23% 25
2023
Q4 		$401K Sell
3,119
-34
-1% -$3.85K 0.2% 20
2023
Q3 		$347K Sell
3,153
-870
-22% -$99.7K 0.21% 22
2023
Q2 		$455K Buy
4,023
+1,036
+35% +$112K 0.27% 21
2023
Q1 		$312K Buy
2,987
+427
+17% +$44.5K 0.2% 29
2022
Q4 		$263K Buy
+2,560
New +$255K 0.18% 33

Other funds holding ICE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crestmont Private Wealth's ICE Position: Q1 2026 in Review

Crestmont Private Wealth increased its Intercontinental Exchange (ICE) stake by 10% in Q1 2026, buying an estimated $82.9K and bringing the position to 5,402 shares worth $850K. The position accounts for 0.27% of the portfolio, ranked #33.

Crestmont Private Wealth first reported a position in ICE in Q4 2022 and has held it in 14 quarters since. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Crestmont Private Wealth held 5,402 shares of Intercontinental Exchange worth $850K as of Q1 2026.
  • Crestmont Private Wealth bought 508 Intercontinental Exchange shares in Q1 2026, an estimated $82.9K.
  • Intercontinental Exchange made up 0.27% of Crestmont Private Wealth's portfolio in Q1 2026, its #33 holding.
  • Crestmont Private Wealth first reported a position in Intercontinental Exchange in Q4 2022 and has held it in 14 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.