MWP
ICE icon

Meriwether Wealth & Planning’s Intercontinental Exchange ICE Stock Holding History

Meriwether Wealth & Planning’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 		$821K Buy
5,398
+1,386
+35% +$209K 0.37% 45
2026
Q2 		$494K Buy
+4,012
New +$602K 0.24% 64

Other funds holding ICE

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
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Meriwether Wealth & Planning's ICE Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Intercontinental Exchange (ICE) stake by 35% in Q3 2026, buying an estimated $209K and bringing the position to 5,398 shares worth $821K. The position accounts for 0.37% of the portfolio, ranked #45.

Meriwether Wealth & Planning first reported a position in ICE in Q2 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Meriwether Wealth & Planning held 5,398 shares of Intercontinental Exchange worth $821K as of Q3 2026.
  • Meriwether Wealth & Planning bought 1,386 Intercontinental Exchange shares in Q3 2026, an estimated $209K.
  • Intercontinental Exchange made up 0.37% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #45 holding.
  • Meriwether Wealth & Planning first reported a position in Intercontinental Exchange in Q2 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.