KWM
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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
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

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Koa Wealth Management's ICE Position: Q2 2026 in Review

Koa Wealth Management increased its Intercontinental Exchange (ICE) stake by 3% in Q2 2026, buying an estimated $65.1K and bringing the position to 14,853 shares worth $1.83M. The position accounts for 1.24% of the portfolio, ranked #22.

Koa Wealth Management first reported a position in ICE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q1 2026. 633 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Koa Wealth Management held 14,853 shares of Intercontinental Exchange worth $1.83M as of Q2 2026.
  • Koa Wealth Management bought 434 Intercontinental Exchange shares in Q2 2026, an estimated $65.1K.
  • Intercontinental Exchange made up 1.24% of Koa Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Koa Wealth Management first reported a position in Intercontinental Exchange in Q4 2025 and has held it in 3 quarters since.
  • Koa Wealth Management's Intercontinental Exchange position peaked at $2.27M in Q1 2026.
  • 633 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.