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Forvis Mazars Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Forvis Mazars 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
2025
Q4 		– Sell
-2,976
Closed -$501K – 412
2025
Q3 		$501K Buy
2,976
+33
+1% +$5.9K 0.01% 281
2025
Q2 		$540K Buy
2,943
+32
+1% +$5.5K 0.01% 273
2025
Q1 		$502K Hold
2,911
– – 0.01% 283
2024
Q4 		$434K Sell
2,911
-8
-0.3% -$1.27K 0.01% 326
2024
Q3 		$469K Sell
2,919
-1,039
-26% -$160K 0.01% 323
2024
Q2 		$542K Buy
+3,958
New +$532K 0.01% 275
2021
Q1 		– Sell
-7,884
Closed -$909K – 319
2020
Q4 		$909K Buy
7,884
+3
+0% +$311 0.05% 158
2020
Q3 		$788K Buy
7,881
+239
+3% +$23.6K 0.05% 153
2020
Q2 		$700K Buy
7,642
+1,684
+28% +$154K 0.05% 159
2020
Q1 		$481K Buy
5,958
+1,037
+21% +$94K 0.04% 172
2019
Q4 		$455K Buy
4,921
+504
+11% +$46.8K 0.03% 199
2019
Q3 		$408K Buy
4,417
+24
+0.5% +$2.19K 0.03% 196
2019
Q2 		$378K Sell
4,393
-211
-5% -$17.2K 0.03% 196
2019
Q1 		$351K Buy
+4,604
New +$345K 0.03% 195

Other funds holding ICE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ICE Position: Q4 2025 in Review

Forvis Mazars Wealth Advisors sold out of Intercontinental Exchange (ICE) in Q4 2025, closing a stake of 2,976 shares — an estimated $501K sold.

Forvis Mazars Wealth Advisors first reported a position in ICE in Q1 2019 and held it in 14 quarters. The position peaked at $909K in Q4 2020. 1,745 funds tracked by Wall St. Rank hold ICE as of Q4 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Intercontinental Exchange position as of Q4 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,976 Intercontinental Exchange shares in Q4 2025, an estimated $501K.
  • Forvis Mazars Wealth Advisors first reported a position in Intercontinental Exchange in Q1 2019 and held it in 14 quarters.
  • Forvis Mazars Wealth Advisors's Intercontinental Exchange position peaked at $909K in Q4 2020.
  • 1,745 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q4 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.