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Mowery & Schoenfeld Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Mowery & Schoenfeld 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
Q1 		$12.3K Hold
78
– – 0.02% 205
2025
Q4 		$12.6K Hold
78
– – 0.02% 221
2025
Q3 		$13.1K Hold
78
– – 0.02% 199
2025
Q2 		$14.3K Hold
78
– – 0.02% 193
2025
Q1 		$13.5K Sell
78
-11
-12% -$1.8K 0.03% 239
2024
Q4 		$13.3K Buy
+89
New +$14.1K 0.03% 201

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

Mowery & Schoenfeld Wealth Management's ICE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Intercontinental Exchange (ICE) position steady in Q1 2026 at 78 shares worth $12.3K. The position accounts for 0.02% of the portfolio, ranked #205.

Mowery & Schoenfeld Wealth Management first reported a position in ICE in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.3K in Q2 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 78 shares of Intercontinental Exchange worth $12.3K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Intercontinental Exchange share count unchanged in Q1 2026.
  • Intercontinental Exchange made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Intercontinental Exchange in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Intercontinental Exchange position peaked at $14.3K in Q2 2025.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.