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MBM Wealth Consultants’s Intercontinental Exchange ICE Stock Holding History

MBM Wealth Consultants’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 		$1.55M Buy
12,594
+1,883
+18% +$283K 0.3% 50
2026
Q1 		$1.68M Buy
10,711
+708
+7% +$115K 0.39% 39
2025
Q4 		$1.62M Buy
10,003
+210
+2% +$32.9K 0.39% 42
2025
Q3 		$1.65M Buy
9,793
+406
+4% +$72.5K 0.41% 38
2025
Q2 		$1.72M Sell
9,387
-430
-4% -$73.9K 0.46% 34
2025
Q1 		$1.69M Buy
9,817
+147
+2% +$24.1K 0.5% 30
2024
Q4 		$1.44M Buy
9,670
+219
+2% +$34.7K 0.43% 36
2024
Q3 		$1.52M Buy
9,451
+576
+6% +$88.8K 0.48% 31
2024
Q2 		$1.26M Buy
8,875
+417
+5% +$56K 0.43% 38
2024
Q1 		$1.16M Buy
8,458
+108
+1% +$14.3K 0.41% 38
2023
Q4 		$1.07M Buy
8,350
+503
+6% +$57K 0.4% 35
2023
Q3 		$866K Buy
7,847
+429
+6% +$49.1K 0.38% 41
2023
Q2 		$856K Buy
7,418
+1,263
+21% +$137K 0.37% 41
2023
Q1 		$723K Hold
6,155
– – 0.29% 44
2022
Q4 		$635K Buy
6,155
+6
+0.1% +$598 0.29% 42
2022
Q3 		$571K Buy
6,149
+995
+19% +$99.8K 0.28% 43
2022
Q2 		$485K Buy
5,154
+362
+8% +$38.7K 0.24% 50
2022
Q1 		$633K Buy
4,792
+335
+8% +$43.3K 0.26% 51
2021
Q4 		$610K Buy
4,457
+814
+22% +$108K 0.25% 56
2021
Q3 		$433K Hold
3,643
– – 0.2% 67
2021
Q2 		$433K Buy
3,643
+223
+7% +$25.7K 0.2% 70
2021
Q1 		$382K Buy
3,420
+207
+6% +$23.5K 0.19% 73
2020
Q4 		$370K Buy
3,213
+151
+5% +$15.7K 0.2% 65
2020
Q3 		$306K Buy
3,062
+79
+3% +$7.79K 0.2% 64
2020
Q2 		$273K Sell
2,983
-1,228
-29% -$112K 0.19% 68
2020
Q1 		$340K Buy
4,211
+115
+3% +$10.4K 0.28% 60
2019
Q4 		$379K Sell
4,096
-220
-5% -$20.4K 0.28% 68
2019
Q3 		$398K Buy
4,316
+163
+4% +$14.9K 0.31% 72
2019
Q2 		$357K Buy
4,153
+292
+8% +$23.8K 0.3% 73
2019
Q1 		$294K Buy
3,861
+341
+10% +$25.5K 0.26% 76
2018
Q4 		$265K Buy
+3,520
New +$270K 0.26% 76

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

MBM Wealth Consultants's ICE Position: Q2 2026 in Review

MBM Wealth Consultants increased its Intercontinental Exchange (ICE) stake by 18% in Q2 2026, buying an estimated $283K and bringing the position to 12,594 shares worth $1.55M. The position accounts for 0.3% of the portfolio, ranked #50.

MBM Wealth Consultants first reported a position in ICE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.72M in Q2 2025. 656 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • MBM Wealth Consultants held 12,594 shares of Intercontinental Exchange worth $1.55M as of Q2 2026.
  • MBM Wealth Consultants bought 1,883 Intercontinental Exchange shares in Q2 2026, an estimated $283K.
  • Intercontinental Exchange made up 0.3% of MBM Wealth Consultants's portfolio in Q2 2026, its #50 holding.
  • MBM Wealth Consultants first reported a position in Intercontinental Exchange in Q4 2018 and has held it in 31 quarters since.
  • MBM Wealth Consultants's Intercontinental Exchange position peaked at $1.72M in Q2 2025.
  • 656 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.