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Laurel Oak Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Laurel Oak 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
Q1 		– Sell
-1,476
Closed -$239K – 373
2025
Q4 		$239K Buy
+1,476
New +$231K 0.04% 305

Other funds holding ICE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laurel Oak Wealth Management's ICE Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of Intercontinental Exchange (ICE) in Q1 2026, closing a stake of 1,476 shares — an estimated $239K sold.

Laurel Oak Wealth Management first reported a position in ICE in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Laurel Oak Wealth Management reported no remaining Intercontinental Exchange position as of Q1 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 1,476 Intercontinental Exchange shares in Q1 2026, an estimated $239K.
  • Laurel Oak Wealth Management first reported a position in Intercontinental Exchange in Q4 2025 and held it in 1 quarter.
  • Laurel Oak Wealth Management's Intercontinental Exchange position peaked at $239K in Q4 2025.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.