Empirical Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Empirical Wealth Management’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	–	Sell	-1,272	Closed	-$206K	–	1017
2025 Q4	$206K	Buy	+1,272	New	+$199K	﹤0.01%	856
2025 Q2	–	Sell	-2,116	Closed	-$365K	–	713
2025 Q1	$365K	Buy	+2,116	New	+$347K	0.01%	467

Other funds holding ICE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Empirical Wealth Management's ICE Position: Q1 2026 in Review

Empirical Wealth Management sold out of Intercontinental Exchange (ICE) in Q1 2026, closing a stake of 1,272 shares — an estimated $206K sold.

Empirical Wealth Management first reported a position in ICE in Q1 2025 and held it in 2 quarters. The position peaked at $365K in Q1 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

Empirical Wealth Management reported no remaining Intercontinental Exchange position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 1,272 Intercontinental Exchange shares in Q1 2026, an estimated $206K.
Empirical Wealth Management first reported a position in Intercontinental Exchange in Q1 2025 and held it in 2 quarters.
Empirical Wealth Management's Intercontinental Exchange position peaked at $365K in Q1 2025.
1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.