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

Evelyn Partners Investment 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 		$22.8K Hold
145
– – ﹤0.01% 327
2025
Q4 		$23.5K Buy
145
+57
+65% +$8.93K ﹤0.01% 329
2025
Q3 		$14.8K Hold
88
– – ﹤0.01% 338
2025
Q2 		$16.1K Sell
88
-80
-48% -$13.7K ﹤0.01% 340
2025
Q1 		$29K Buy
168
+80
+91% +$13.1K ﹤0.01% 312
2024
Q4 		$13.1K Buy
+88
New +$13.9K ﹤0.01% 345

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's ICE Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Intercontinental Exchange (ICE) position steady in Q1 2026 at 145 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Evelyn Partners Investment Management first reported a position in ICE in Q4 2024 and has held it in 6 quarters since. The position peaked at $29K in Q1 2025. 1,721 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Evelyn Partners Investment Management held 145 shares of Intercontinental Exchange worth $22.8K as of Q1 2026.
  • Evelyn Partners Investment Management left its Intercontinental Exchange share count unchanged in Q1 2026.
  • Intercontinental Exchange made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #327 holding.
  • Evelyn Partners Investment Management first reported a position in Intercontinental Exchange in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Intercontinental Exchange position peaked at $29K in Q1 2025.
  • 1,721 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

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