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Live Oak Private Wealth’s Intercontinental Exchange ICE Stock Holding History

Live Oak Private Wealth’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 		$461K Buy
+2,929
New +$478K 0.06% 140

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

Live Oak Private Wealth's ICE Position: Q1 2026 in Review

Live Oak Private Wealth opened a new position in Intercontinental Exchange (ICE) in Q1 2026: 2,929 shares worth $461K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings.

1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Live Oak Private Wealth held 2,929 shares of Intercontinental Exchange worth $461K as of Q1 2026.
  • Intercontinental Exchange was a new Live Oak Private Wealth position in Q1 2026.
  • Intercontinental Exchange made up 0.06% of Live Oak Private Wealth's portfolio in Q1 2026, its #140 holding.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.