Evercore Wealth 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
Q2
$2.11M Hold
17,135
0.03% 162
2026
Q1
$2.69M Sell
17,135
-177
-1% -$28.9K 0.04% 136
2025
Q4
$2.8M Sell
17,312
-169
-1% -$26.5K 0.04% 138
2025
Q3
$2.95M Hold
17,481
0.04% 134
2025
Q2
$3.21M Hold
17,481
0.05% 125
2025
Q1
$3.02M Sell
17,481
-120
-0.7% -$19.7K 0.05% 132
2024
Q4
$2.62M Sell
17,601
-210
-1% -$33.3K 0.04% 138
2024
Q3
$2.86M Hold
17,811
0.04% 135
2024
Q2
$2.44M Sell
17,811
-149
-0.8% -$20K 0.04% 139
2024
Q1
$2.47M Sell
17,960
-595
-3% -$79K 0.04% 147
2023
Q4
$2.38M Buy
18,555
+442
+2% +$50.1K 0.04% 150
2023
Q3
$1.99M Buy
18,113
+684
+4% +$78.4K 0.04% 154
2023
Q2
$1.97M Sell
17,429
-250
-1% -$27.1K 0.04% 155
2023
Q1
$1.84M Buy
17,679
+250
+1% +$26K 0.04% 155
2022
Q4
$1.79M Sell
17,429
-68
-0.4% -$6.77K 0.04% 160
2022
Q3
$1.58M Sell
17,497
-87
-0.5% -$8.72K 0.04% 159
2022
Q2
$1.65M Sell
17,584
-11
-0.1% -$1.18K 0.03% 158
2022
Q1
$2.33M Sell
17,595
-205
-1% -$26.5K 0.04% 153
2021
Q4
$2.43M Hold
17,800
0.04% 154
2021
Q3
$2.04M Sell
17,800
-418
-2% -$49.6K 0.04% 167
2021
Q2
$2.16M Sell
18,218
-237
-1% -$27.3K 0.04% 166
2021
Q1
$2.06M Sell
18,455
-660
-3% -$74.9K 0.04% 165
2020
Q4
$2.2M Sell
19,115
-78
-0.4% -$8.09K 0.05% 148
2020
Q3
$1.92M Sell
19,193
-36
-0.2% -$3.55K 0.05% 149
2020
Q2
$1.76M Sell
19,229
-100
-0.5% -$9.15K 0.05% 152
2020
Q1
$1.56M Buy
19,329
+570
+3% +$51.7K 0.05% 149
2019
Q4
$1.74M Sell
18,759
-412
-2% -$38.2K 0.05% 165
2019
Q3
$1.77M Hold
19,171
0.05% 159
2019
Q2
$1.65M Sell
19,171
-100
-0.5% -$8.17K 0.05% 161
2019
Q1
$1.47M Sell
19,271
-200
-1% -$15K 0.05% 173
2018
Q4
$1.47M Buy
19,471
+569
+3% +$43.6K 0.06% 157
2018
Q3
$1.42M Buy
18,902
+668
+4% +$50.2K 0.05% 172
2018
Q2
$1.34M Sell
18,234
-441
-2% -$32.1K 0.05% 173
2018
Q1
$1.35M Sell
18,675
-200
-1% -$14.6K 0.05% 153
2017
Q4
$1.33M Sell
18,875
-125
-0.7% -$8.58K 0.05% 169
2017
Q3
$1.3M Hold
19,000
0.05% 162
2017
Q2
$1.25M Sell
19,000
-200
-1% -$12.3K 0.05% 166
2017
Q1
$1.15M Sell
19,200
-2,360
-11% -$138K 0.05% 169
2016
Q4
$1.22M Sell
21,560
-500
-2% -$27.7K 0.05% 167
2016
Q3
$1.19M Sell
22,060
-560
-2% -$30.6K 0.05% 168
2016
Q2
$1.16M Sell
22,620
-275
-1% -$13.9K 0.05% 164
2016
Q1
$1.08M Sell
22,895
-650
-3% -$31.6K 0.05% 170
2015
Q4
$1.21M Sell
23,545
-500
-2% -$25.1K 0.06% 166
2015
Q3
$1.13M Hold
24,045
0.05% 177
2015
Q2
$1.07M Sell
24,045
-1,865
-7% -$86.5K 0.05% 192
2015
Q1
$1.21M Buy
25,910
+1,125
+5% +$50.7K 0.06% 174
2014
Q4
$1.09M Sell
24,785
-815
-3% -$34.9K 0.05% 164
2014
Q3
$1M Sell
25,600
-1,070
-4% -$41K 0.05% 184
2014
Q2
$1.01M Sell
26,670
-360
-1% -$14K 0.05% 187
2014
Q1
$1.07M Buy
27,030
+4,025
+17% +$170K 0.06% 177
2013
Q4
$1.03M Buy
23,005
+22,355
+3,439% +$921K 0.06% 187
2013
Q3
$24K Buy
650
+75
+13% +$2.72K ﹤0.01% 657
2013
Q2
$20K Buy
+575
New +$19.3K ﹤0.01% 661

Other funds holding ICE

Evercore Wealth Management's ICE Position: Q2 2026 in Review

Evercore Wealth Management held its Intercontinental Exchange (ICE) position steady in Q2 2026 at 17,135 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #162.

Evercore Wealth Management first reported a position in ICE in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.21M in Q2 2025. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Evercore Wealth Management held 17,135 shares of Intercontinental Exchange worth $2.11M as of Q2 2026.
  • Evercore Wealth Management left its Intercontinental Exchange share count unchanged in Q2 2026.
  • Intercontinental Exchange made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Evercore Wealth Management first reported a position in Intercontinental Exchange in Q2 2013 and has held it in 53 quarters since.
  • Evercore Wealth Management's Intercontinental Exchange position peaked at $3.21M in Q2 2025.
  • 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.