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Evelyn Partners Investment Management Services’s Intercontinental Exchange ICE Stock Holding History

Evelyn Partners Investment Management Services’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 		$370K Sell
2,355
-22
-0.9% -$3.59K 0.04% 108
2025
Q4 		$385K Sell
2,377
-166
-7% -$26K 0.05% 110
2025
Q3 		$428K Buy
2,543
+577
+29% +$103K 0.06% 105
2025
Q2 		$361K Buy
1,966
+126
+7% +$21.6K 0.05% 105
2025
Q1 		$317K Sell
1,840
-410
-18% -$67.2K 0.05% 108
2024
Q4 		$335K Buy
+2,250
New +$356K 0.06% 101

Other funds holding ICE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Evelyn Partners Investment Management Services reduced its Intercontinental Exchange (ICE) stake by 0.93% in Q1 2026, selling an estimated $3.59K and leaving 2,355 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #108.

Evelyn Partners Investment Management Services first reported a position in ICE in Q4 2024 and has held it in 6 quarters since. The position peaked at $428K in Q3 2025. 1,721 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Evelyn Partners Investment Management Services held 2,355 shares of Intercontinental Exchange worth $370K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 22 Intercontinental Exchange shares in Q1 2026, an estimated $3.59K.
  • Intercontinental Exchange made up 0.04% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #108 holding.
  • Evelyn Partners Investment Management Services first reported a position in Intercontinental Exchange in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Intercontinental Exchange position peaked at $428K in Q3 2025.
  • 1,721 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

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