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Everhart Financial Group’s Intercontinental Exchange ICE Stock Holding History

Everhart Financial Group’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
Q2 		– Sell
-3,377
Closed -$531K – 501
2026
Q1 		$531K Buy
3,377
+800
+31% +$131K 0.05% 263
2025
Q4 		$417K Buy
2,577
+980
+61% +$153K 0.04% 284
2025
Q3 		$269K Buy
+1,597
New +$285K 0.03% 332

Other funds holding ICE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Everhart Financial Group's ICE Position: Q2 2026 in Review

Everhart Financial Group sold out of Intercontinental Exchange (ICE) in Q2 2026, closing a stake of 3,377 shares — an estimated $531K sold.

Everhart Financial Group first reported a position in ICE in Q3 2025 and held it in 3 quarters. The position peaked at $531K in Q1 2026. 240 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Everhart Financial Group reported no remaining Intercontinental Exchange position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 3,377 Intercontinental Exchange shares in Q2 2026, an estimated $531K.
  • Everhart Financial Group first reported a position in Intercontinental Exchange in Q3 2025 and held it in 3 quarters.
  • Everhart Financial Group's Intercontinental Exchange position peaked at $531K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.