HWA
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Heritage Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Heritage 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 		$8.37K Hold
68
– – ﹤0.01% 534
2026
Q1 		$10.7K Buy
+68
New +$11.1K ﹤0.01% 513
2025
Q3 		– Sell
-8
Closed -$1.47K – 588
2025
Q2 		$1.47K Hold
8
– – ﹤0.01% 523
2025
Q1 		$1.38K Sell
8
-12
-60% -$1.97K ﹤0.01% 521
2024
Q4 		$2.98K Buy
20
+4
+25% +$634 ﹤0.01% 536
2024
Q3 		$2.57K Buy
+16
New +$2.47K ﹤0.01% 537
2023
Q3 		– Sell
-52
Closed -$5.88K – 545
2023
Q2 		$5.88K Buy
+52
New +$5.63K ﹤0.01% 461
2020
Q1 		– Sell
-20
Closed -$1.85K – 507
2019
Q4 		$1.85K Buy
+20
New +$1.86K ﹤0.01% 574

Other funds holding ICE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Heritage Wealth Advisors held its Intercontinental Exchange (ICE) position steady in Q2 2026 at 68 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Heritage Wealth Advisors first reported a position in ICE in Q4 2019 and has held it in 8 quarters since. The position peaked at $10.7K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Heritage Wealth Advisors held 68 shares of Intercontinental Exchange worth $8.37K as of Q2 2026.
  • Heritage Wealth Advisors left its Intercontinental Exchange share count unchanged in Q2 2026.
  • Intercontinental Exchange made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #534 holding.
  • Heritage Wealth Advisors first reported a position in Intercontinental Exchange in Q4 2019 and has held it in 8 quarters since.
  • Heritage Wealth Advisors's Intercontinental Exchange position peaked at $10.7K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.