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Crux Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Crux Wealth Advisors’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 		$1.45M Buy
11,783
+6,585
+127% +$988K 0.5% 60
2026
Q1 		$818K Buy
5,198
+3,898
+300% +$636K 0.31% 85
2025
Q4 		$211K Sell
1,300
-153
-11% -$24K 0.08% 168
2025
Q3 		$245K Sell
1,453
-133
-8% -$23.8K 0.1% 152
2025
Q2 		$291K Sell
1,586
-1,306
-45% -$224K 0.12% 141
2025
Q1 		$499K Sell
2,892
-1,606
-36% -$263K 0.26% 107
2024
Q4 		$670K Buy
+4,498
New +$712K 0.37% 77

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

Crux Wealth Advisors's ICE Position: Q2 2026 in Review

Crux Wealth Advisors increased its Intercontinental Exchange (ICE) stake by 127% in Q2 2026, buying an estimated $988K and bringing the position to 11,783 shares worth $1.45M. The position accounts for 0.5% of the portfolio, ranked #60.

Crux Wealth Advisors 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.

  • Crux Wealth Advisors held 11,783 shares of Intercontinental Exchange worth $1.45M as of Q2 2026.
  • Crux Wealth Advisors bought 6,585 Intercontinental Exchange shares in Q2 2026, an estimated $988K.
  • Intercontinental Exchange made up 0.5% of Crux Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Crux Wealth Advisors 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 Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.