Evelyn Partners Asset Management’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$132K Buy
839
+277
+49% +$45.2K 0.03% 123
2025
Q4
$91K Hold
562
0.02% 129
2025
Q3
$94.7K Buy
562
+107
+24% +$19.1K 0.02% 122
2025
Q2
$83.5K Hold
455
0.02% 116
2025
Q1
$78.5K Hold
455
0.02% 118
2024
Q4
$67.8K Buy
+455
New +$72.1K 0.02% 124

Other funds holding ICE

Evelyn Partners Asset Management's ICE Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Intercontinental Exchange (ICE) stake by 49% in Q1 2026, buying an estimated $45.2K and bringing the position to 839 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #123.

Evelyn Partners Asset Management first reported a position in ICE in Q4 2024 and has held it in 6 quarters since. 1,727 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Evelyn Partners Asset Management held 839 shares of Intercontinental Exchange worth $132K as of Q1 2026.
  • Evelyn Partners Asset Management bought 277 Intercontinental Exchange shares in Q1 2026, an estimated $45.2K.
  • Intercontinental Exchange made up 0.03% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #123 holding.
  • Evelyn Partners Asset Management first reported a position in Intercontinental Exchange in Q4 2024 and has held it in 6 quarters since.
  • 1,727 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.