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Kingswood Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Kingswood 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 		$247K Sell
2,008
-148
-7% -$22.2K 0.01% 867
2026
Q1 		$339K Sell
2,156
-645
-23% -$105K 0.02% 673
2025
Q4 		$454K Buy
2,801
+1,119
+67% +$175K 0.02% 551
2025
Q3 		$283K Buy
1,682
+244
+17% +$43.6K 0.02% 653
2025
Q2 		$264K Sell
1,438
-136
-9% -$23.4K 0.02% 611
2025
Q1 		$272K Sell
1,574
-30
-2% -$4.92K 0.02% 581
2024
Q4 		$239K Sell
1,604
-1,261
-44% -$200K 0.02% 686
2024
Q3 		$460K Buy
2,865
+183
+7% +$28.2K 0.03% 474
2024
Q2 		$367K Sell
2,682
-133
-5% -$17.9K 0.03% 469
2024
Q1 		$387K Buy
2,815
+5
+0.2% +$664 0.04% 414
2023
Q4 		$361K Buy
+2,810
New +$319K 0.04% 420

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

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

Kingswood Wealth Advisors reduced its Intercontinental Exchange (ICE) stake by 6.9% in Q2 2026, selling an estimated $22.2K and leaving 2,008 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #867.

Kingswood Wealth Advisors first reported a position in ICE in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q3 2024. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Kingswood Wealth Advisors held 2,008 shares of Intercontinental Exchange worth $247K as of Q2 2026.
  • Kingswood Wealth Advisors sold 148 Intercontinental Exchange shares in Q2 2026, an estimated $22.2K.
  • Intercontinental Exchange made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #867 holding.
  • Kingswood Wealth Advisors first reported a position in Intercontinental Exchange in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Intercontinental Exchange position peaked at $460K in Q3 2024.
  • 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.