Koa Wealth Management
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Koa Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Koa 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
Q3 		$2.87M Buy
18,866
+4,013
+27% +$606K 1.86% 16
2026
Q2 		$1.83M Buy
14,853
+434
+3% +$65.1K 1.24% 22
2026
Q1 		$2.27M Buy
14,419
+2,086
+17% +$340K 1.64% 16
2025
Q4 		$2M Buy
+12,333
New +$1.93M 1.37% 23

Other funds holding ICE

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Koa Wealth Management's ICE Position: Q3 2026 in Review

Koa Wealth Management increased its Intercontinental Exchange (ICE) stake by 27% in Q3 2026, buying an estimated $606K and bringing the position to 18,866 shares worth $2.87M. The position accounts for 1.86% of the portfolio, ranked #16.

Koa Wealth Management first reported a position in ICE in Q4 2025 and has held it in 4 quarters since. 635 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Koa Wealth Management held 18,866 shares of Intercontinental Exchange worth $2.87M as of Q3 2026.
  • Koa Wealth Management bought 4,013 Intercontinental Exchange shares in Q3 2026, an estimated $606K.
  • Intercontinental Exchange made up 1.86% of Koa Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Koa Wealth Management first reported a position in Intercontinental Exchange in Q4 2025 and has held it in 4 quarters since.
  • 635 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.