Cyndeo Wealth Partners’s Intercontinental Exchange ICE Stock Holding History

Cyndeo Wealth Partners’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	$1.74M	Buy	14,143 +1,346	+11%	+$202K	0.08%	206
2026 Q1	$2.01M	Buy	12,797 +1,142	+10%	+$186K	0.11%	169
2025 Q4	$1.89M	Buy	11,655 +10,438	+858%	+$1.63M	0.1%	171
2025 Q3	$205K	Sell	1,217 -400	-25%	-$71.5K	0.01%	457
2025 Q2	$297K	Sell	1,617 -9	-0.6%	-$1.55K	0.02%	385
2025 Q1	$280K	Sell	1,626 -4	-0.2%	-$655	0.02%	378
2024 Q4	$243K	Sell	1,630 -26	-2%	-$4.12K	0.02%	402
2024 Q3	$266K	Buy	+1,656	New	+$255K	0.02%	392
2023 Q1	–	Sell	-9,506	Closed	-$975K	–	326
2022 Q4	$975K	Buy	+9,506	New	+$947K	0.11%	169

Other funds holding ICE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Cyndeo Wealth Partners's ICE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Intercontinental Exchange (ICE) stake by 11% in Q2 2026, buying an estimated $202K and bringing the position to 14,143 shares worth $1.74M. The position accounts for 0.08% of the portfolio, ranked #206.

Cyndeo Wealth Partners first reported a position in ICE in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.01M in Q1 2026. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

Cyndeo Wealth Partners held 14,143 shares of Intercontinental Exchange worth $1.74M as of Q2 2026.
Cyndeo Wealth Partners bought 1,346 Intercontinental Exchange shares in Q2 2026, an estimated $202K.
Intercontinental Exchange made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #206 holding.
Cyndeo Wealth Partners first reported a position in Intercontinental Exchange in Q4 2022 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Intercontinental Exchange position peaked at $2.01M in Q1 2026.
1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.