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Kerr Financial Planning’s Intercontinental Exchange ICE Stock Holding History

Kerr Financial Planning’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 		$9.85K Hold
80
– – 0.01% 375
2026
Q1 		$12.5K Hold
80
– – 0.01% 333
2025
Q4 		$13.4K Hold
80
– – 0.02% 333
2025
Q3 		$12.1K Buy
+80
New +$14.3K 0.02% 328

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

Kerr Financial Planning's ICE Position: Q2 2026 in Review

Kerr Financial Planning held its Intercontinental Exchange (ICE) position steady in Q2 2026 at 80 shares worth $9.85K. The position accounts for 0.01% of the portfolio, ranked #375.

Kerr Financial Planning first reported a position in ICE in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.4K in Q4 2025. 1,657 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Kerr Financial Planning held 80 shares of Intercontinental Exchange worth $9.85K as of Q2 2026.
  • Kerr Financial Planning left its Intercontinental Exchange share count unchanged in Q2 2026.
  • Intercontinental Exchange made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #375 holding.
  • Kerr Financial Planning first reported a position in Intercontinental Exchange in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Intercontinental Exchange position peaked at $13.4K in Q4 2025.
  • 1,657 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.