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Keudell/Morrison Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Keudell/Morrison Wealth Management’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 		– Sell
-1,410
Closed -$222K – 264
2026
Q1 		$222K Buy
1,410
+7
+0.5% +$1.14K 0.05% 221
2025
Q4 		$227K Buy
+1,403
New +$220K 0.05% 212

Other funds holding ICE

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Keudell/Morrison Wealth Management's ICE Position: Q2 2026 in Review

Keudell/Morrison Wealth Management sold out of Intercontinental Exchange (ICE) in Q2 2026, closing a stake of 1,410 shares — an estimated $222K sold.

Keudell/Morrison Wealth Management first reported a position in ICE in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 941 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Keudell/Morrison Wealth Management reported no remaining Intercontinental Exchange position as of Q2 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,410 Intercontinental Exchange shares in Q2 2026, an estimated $222K.
  • Keudell/Morrison Wealth Management first reported a position in Intercontinental Exchange in Q4 2025 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's Intercontinental Exchange position peaked at $227K in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.