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

Lyell 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 		$3M Buy
19,758
+2,934
+17% +$443K 0.18% 86
2026
Q2 		$2.07M Sell
16,824
-3,948
-19% -$592K 0.13% 97
2026
Q1 		$3.27M Buy
20,772
+18,269
+730% +$2.98M 0.24% 78
2025
Q4 		$405K Sell
2,503
-62
-2% -$9.7K 0.03% 161
2025
Q3 		$432K Hold
2,565
– – 0.03% 155
2025
Q2 		$471K Hold
2,565
– – 0.04% 151
2025
Q1 		$442K Hold
2,565
– – 0.04% 152
2024
Q4 		$382K Hold
2,565
– – 0.03% 154
2024
Q3 		$412K Sell
2,565
-175
-6% -$27K 0.04% 154
2024
Q2 		$375K Hold
2,740
– – 0.04% 151
2024
Q1 		$377K Hold
2,740
– – 0.04% 154
2023
Q4 		$352K Buy
+2,740
New +$311K 0.04% 153

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

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

Lyell Wealth Management increased its Intercontinental Exchange (ICE) stake by 17% in Q3 2026, buying an estimated $443K and bringing the position to 19,758 shares worth $3M. The position accounts for 0.18% of the portfolio, ranked #86.

Lyell Wealth Management first reported a position in ICE in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q1 2026. 635 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Lyell Wealth Management held 19,758 shares of Intercontinental Exchange worth $3M as of Q3 2026.
  • Lyell Wealth Management bought 2,934 Intercontinental Exchange shares in Q3 2026, an estimated $443K.
  • Intercontinental Exchange made up 0.18% of Lyell Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Lyell Wealth Management first reported a position in Intercontinental Exchange in Q4 2023 and has held it in 12 quarters since.
  • Lyell Wealth Management's Intercontinental Exchange position peaked at $3.27M in Q1 2026.
  • 635 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.