Mount Yale Investment Advisors’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.79M Buy
11,397
+7,524
+194% +$1.23M 0.04% 393
2025
Q4
$627K Sell
3,873
-546
-12% -$85.5K 0.03% 406
2025
Q3
$745K Buy
4,419
+2,751
+165% +$492K 0.05% 337
2025
Q2
$306K Buy
1,668
+20
+1% +$3.44K 0.02% 446
2025
Q1
$284K Sell
1,648
-543
-25% -$89K 0.02% 449
2024
Q4
$327K Sell
2,191
-159
-7% -$25.2K 0.03% 421
2024
Q3
$378K Sell
2,350
-661
-22% -$102K 0.04% 384
2024
Q2
$412K Buy
3,011
+46
+2% +$6.18K 0.03% 379
2024
Q1
$407K Sell
2,965
-481
-14% -$63.9K 0.03% 391
2023
Q4
$443K Buy
3,446
+301
+10% +$34.1K 0.04% 341
2023
Q3
$346K Buy
3,145
+5
+0.2% +$573 0.04% 364
2023
Q2
$355K Buy
3,140
+513
+20% +$55.6K 0.04% 361
2023
Q1
$274K Buy
2,627
+10
+0.4% +$1.04K 0.03% 403
2022
Q4
$268K Buy
2,617
+43
+2% +$4.28K 0.03% 377
2022
Q3
$233K Sell
2,574
-2,441
-49% -$245K 0.03% 391
2022
Q2
$472K Buy
5,015
+335
+7% +$35.8K 0.06% 296
2022
Q1
$618K Sell
4,680
-27
-0.6% -$3.49K 0.07% 275
2021
Q4
$644K Sell
4,707
-254
-5% -$33.6K 0.07% 260
2021
Q3
$570K Sell
4,961
-381
-7% -$45.2K 0.07% 267
2021
Q2
$634K Buy
5,342
+142
+3% +$16.3K 0.08% 237
2021
Q1
$581K Sell
5,200
-624
-11% -$70.8K 0.08% 240
2020
Q4
$671K Sell
5,824
-425
-7% -$44.1K 0.09% 218
2020
Q3
$625K Buy
6,249
+280
+5% +$27.6K 0.09% 216
2020
Q2
$547K Sell
5,969
-553
-8% -$50.6K 0.1% 217
2020
Q1
$527K Buy
6,522
+713
+12% +$64.6K 0.12% 161
2019
Q4
$579K Buy
+5,809
New +$539K 0.1% 173
2018
Q4
Sell
-729
Closed -$57K 517
2018
Q3
$57K Sell
729
-1,159
-61% -$87.1K 0.01% 576
2018
Q2
$139K Buy
1,888
+100
+6% +$7.28K 0.03% 368
2018
Q1
$130K Buy
+1,788
New +$131K 0.03% 378

Other funds holding ICE

Mount Yale Investment Advisors's ICE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Intercontinental Exchange (ICE) stake by 194% in Q1 2026, buying an estimated $1.23M and bringing the position to 11,397 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #393.

Mount Yale Investment Advisors first reported a position in ICE in Q1 2018 and has held it in 29 quarters since. 1,724 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Mount Yale Investment Advisors held 11,397 shares of Intercontinental Exchange worth $1.79M as of Q1 2026.
  • Mount Yale Investment Advisors bought 7,524 Intercontinental Exchange shares in Q1 2026, an estimated $1.23M.
  • Intercontinental Exchange made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #393 holding.
  • Mount Yale Investment Advisors first reported a position in Intercontinental Exchange in Q1 2018 and has held it in 29 quarters since.
  • 1,724 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.