Elevation Wealth Partners
ICE icon

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
Q3 		$6.23K Buy
41
+28
+215% +$4.23K ﹤0.01% 1047
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Elevation Wealth Partners's ICE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Intercontinental Exchange (ICE) stake by 215% in Q3 2026, buying an estimated $4.23K and bringing the position to 41 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Elevation Wealth Partners first reported a position in ICE in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.1K in Q1 2026. 909 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Elevation Wealth Partners held 41 shares of Intercontinental Exchange worth $6.23K as of Q3 2026.
  • Elevation Wealth Partners bought 28 Intercontinental Exchange shares in Q3 2026, an estimated $4.23K.
  • Intercontinental Exchange made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1047 holding.
  • Elevation Wealth Partners first reported a position in Intercontinental Exchange in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Intercontinental Exchange position peaked at $15.1K in Q1 2026.
  • 909 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.