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Fiduciary Wealth Partners’s Intercontinental Exchange ICE Stock Holding History

Fiduciary Wealth Partners’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 		– Sell
-1,629
Closed -$264K – 77
2025
Q4 		$264K Sell
1,629
-7
-0.4% -$1.1K 0.11% 71
2025
Q3 		$276K Buy
+1,636
New +$292K 0.12% 70

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State Street
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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

Fiduciary Wealth Partners's ICE Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Intercontinental Exchange (ICE) in Q1 2026, closing a stake of 1,629 shares — an estimated $264K sold.

Fiduciary Wealth Partners first reported a position in ICE in Q3 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Intercontinental Exchange position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 1,629 Intercontinental Exchange shares in Q1 2026, an estimated $264K.
  • Fiduciary Wealth Partners first reported a position in Intercontinental Exchange in Q3 2025 and held it in 2 quarters.
  • Fiduciary Wealth Partners's Intercontinental Exchange position peaked at $276K in Q3 2025.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.