HCR Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

HCR 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	$3.08M	Buy	25,032 +279	+1%	+$41.9K	0.28%	59
2026 Q1	$3.89M	Buy	24,753 +529	+2%	+$86.3K	0.4%	44
2025 Q4	$3.92M	Buy	24,224 +411	+2%	+$64.4K	0.39%	43
2025 Q3	$3.83M	Buy	23,813 +1,594	+7%	+$285K	0.4%	41
2025 Q2	$4.08M	Sell	22,219 -1,059	-5%	-$182K	0.48%	36
2025 Q1	$4.02M	Sell	23,278 -249	-1%	-$40.8K	0.52%	29
2024 Q4	$3.51M	Buy	23,527 +698	+3%	+$111K	0.44%	38
2024 Q3	$3.67M	Buy	22,829 +525	+2%	+$81K	0.48%	36
2024 Q2	$3.05M	Sell	22,304 -153	-0.7%	-$20.6K	0.44%	37
2024 Q1	$3.09M	Sell	22,457 -132	-0.6%	-$17.5K	0.47%	38
2023 Q4	$2.9M	Buy	22,589 +4,789	+27%	+$543K	0.46%	38
2023 Q3	$1.96M	Sell	17,800 -2,641	-13%	-$303K	0.43%	41
2023 Q2	$2.31M	Sell	20,441 -261	-1%	-$28.3K	0.43%	43
2023 Q1	$2.16M	Buy	20,702 +76	+0.4%	+$7.91K	0.43%	46
2022 Q4	$2.12M	Sell	20,626 -1,537	-7%	-$153K	0.44%	47
2022 Q3	$2M	Sell	22,163 -763	-3%	-$76.5K	0.43%	47
2022 Q2	$2.16M	Sell	22,926 -560	-2%	-$59.9K	0.43%	49
2022 Q1	$3.1M	Buy	23,486 +395	+2%	+$51K	0.51%	43
2021 Q4	$3.16M	Sell	23,091 -679	-3%	-$90K	0.49%	43
2021 Q3	$2.73M	Buy	23,770 +1,841	+8%	+$219K	0.46%	52
2021 Q2	$2.6M	Buy	21,929 +1,066	+5%	+$123K	0.45%	50
2021 Q1	$2.33M	Buy	20,863 +1,914	+10%	+$217K	0.46%	46
2020 Q4	$2.19M	Buy	18,949 +1,070	+6%	+$111K	0.46%	43
2020 Q3	$1.78M	Buy	17,879 +841	+5%	+$82.9K	0.41%	51
2020 Q2	$1.59M	Sell	17,038 -745	-4%	-$68.2K	0.37%	45
2020 Q1	$1.44M	Buy	17,783 +281	+2%	+$25.5K	0.41%	43
2019 Q4	$1.62M	Buy	17,502 +522	+3%	+$48.4K	0.39%	49
2019 Q3	$1.57M	Buy	16,980 +2,421	+17%	+$221K	0.52%	43
2019 Q2	$1.25M	Buy	14,559 +113	+0.8%	+$9.23K	0.36%	53
2019 Q1	$1.1M	Sell	14,446 -1,825	-11%	-$137K	0.32%	65
2018 Q4	$1.23M	Buy	16,271 +165	+1%	+$12.6K	0.4%	55
2018 Q3	$1.2M	Buy	16,106 +2,545	+19%	+$191K	0.39%	61
2018 Q2	$997K	Buy	13,561 +591	+5%	+$43K	0.33%	76
2018 Q1	$941K	Buy	12,970 +4,597	+55%	+$336K	0.33%	76
2017 Q4	$591K	Buy	8,373 +921	+12%	+$63.2K	0.21%	97
2017 Q3	$512K	Buy	7,452 +2,408	+48%	+$159K	0.22%	98
2017 Q2	$333K	Buy	+5,044	New	+$309K	0.16%	98

Other funds holding ICE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

HCR Wealth Advisors increased its Intercontinental Exchange (ICE) stake by 1.1% in Q2 2026, buying an estimated $41.9K and bringing the position to 25,032 shares worth $3.08M. The position accounts for 0.28% of the portfolio, ranked #59.

HCR Wealth Advisors first reported a position in ICE in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.08M in Q2 2025. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

HCR Wealth Advisors held 25,032 shares of Intercontinental Exchange worth $3.08M as of Q2 2026.
HCR Wealth Advisors bought 279 Intercontinental Exchange shares in Q2 2026, an estimated $41.9K.
Intercontinental Exchange made up 0.28% of HCR Wealth Advisors's portfolio in Q2 2026, its #59 holding.
HCR Wealth Advisors first reported a position in Intercontinental Exchange in Q2 2017 and has held it in 37 quarters since.
HCR Wealth Advisors's Intercontinental Exchange position peaked at $4.08M in Q2 2025.
1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

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