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Elevation Wealth Partners’s Intercontinental Exchange ICE Stock Holding History

Elevation 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 		$1.6K Sell
13
-83
-86% -$12.5K ﹤0.01% 1223
2026
Q1 		$15.1K Buy
96
+69
+256% +$11.3K 0.01% 436
2025
Q4 		$4.37K Buy
27
+1
+4% +$157 ﹤0.01% 664
2025
Q3 		$4.38K Buy
+26
New +$4.65K ﹤0.01% 503

Other funds holding ICE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Intercontinental Exchange (ICE) stake by 86% in Q2 2026, selling an estimated $12.5K and leaving 13 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Elevation Wealth Partners first reported a position in ICE in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q1 2026. 431 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Elevation Wealth Partners held 13 shares of Intercontinental Exchange worth $1.6K as of Q2 2026.
  • Elevation Wealth Partners sold 83 Intercontinental Exchange shares in Q2 2026, an estimated $12.5K.
  • Intercontinental Exchange made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1223 holding.
  • Elevation Wealth Partners first reported a position in Intercontinental Exchange in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Intercontinental Exchange position peaked at $15.1K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.