EWA
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EverSource Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

EverSource Wealth Advisors’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 		$581K Sell
4,719
-1,302
-22% -$195K 0.02% 513
2026
Q1 		$947K Buy
6,021
+1,007
+20% +$164K 0.03% 398
2025
Q4 		$812K Buy
5,014
+132
+3% +$20.7K 0.03% 385
2025
Q3 		$823K Sell
4,882
-535
-10% -$95.6K 0.03% 359
2025
Q2 		$994K Buy
5,417
+684
+14% +$118K 0.04% 283
2025
Q1 		$817K Buy
4,733
+902
+24% +$148K 0.04% 285
2024
Q4 		$571K Sell
3,831
-326
-8% -$51.6K 0.03% 345
2024
Q3 		$668K Buy
4,157
+1,639
+65% +$253K 0.04% 283
2024
Q2 		$382K Sell
2,518
-91
-3% -$12.2K 0.03% 371
2024
Q1 		$336K Sell
2,609
-180
-6% -$23.9K 0.03% 353
2023
Q4 		$358K Buy
2,789
+112
+4% +$12.7K 0.03% 305
2023
Q3 		$294K Buy
2,677
+14
+0.5% +$1.6K 0.03% 311
2023
Q2 		$301K Sell
2,663
-528
-17% -$57.2K 0.03% 312
2023
Q1 		$333K Sell
3,191
-193
-6% -$20.1K 0.04% 280
2022
Q4 		$347K Sell
3,384
-164
-5% -$16.3K 0.05% 255
2022
Q3 		$321K Sell
3,548
-952
-21% -$95.5K 0.07% 234
2022
Q2 		$423K Buy
4,500
+692
+18% +$74K 0.11% 170
2022
Q1 		$503K Buy
3,808
+1,313
+53% +$170K 0.13% 151
2021
Q4 		$341K Buy
+2,495
New +$331K 0.1% 161

Other funds holding ICE

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

EverSource Wealth Advisors's ICE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Intercontinental Exchange (ICE) stake by 22% in Q2 2026, selling an estimated $195K and leaving 4,719 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #513.

EverSource Wealth Advisors first reported a position in ICE in Q4 2021 and has held it in 19 quarters since. The position peaked at $994K in Q2 2025. 737 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • EverSource Wealth Advisors held 4,719 shares of Intercontinental Exchange worth $581K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,302 Intercontinental Exchange shares in Q2 2026, an estimated $195K.
  • Intercontinental Exchange made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #513 holding.
  • EverSource Wealth Advisors first reported a position in Intercontinental Exchange in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Intercontinental Exchange position peaked at $994K in Q2 2025.
  • 737 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.