Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Intercontinental Exchange ICE Stock Holding History

Obermeyer Wealth Partners’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 		$337K Sell
2,214
-12
-0.5% -$1.81K 0.01% 232
2026
Q2 		$274K Buy
2,226
+465
+26% +$69.8K 0.01% 260
2026
Q1 		$277K Hold
1,761
– – 0.01% 255
2025
Q4 		$285K Buy
1,761
+10
+0.6% +$1.57K 0.01% 245
2025
Q3 		$295K Sell
1,751
-11
-0.6% -$1.96K 0.01% 235
2025
Q2 		$323K Buy
1,762
+21
+1% +$3.61K 0.02% 210
2025
Q1 		$300K Sell
1,741
-106
-6% -$17.4K 0.02% 205
2024
Q4 		$275K Buy
1,847
+167
+10% +$26.5K 0.01% 217
2024
Q3 		$270K Sell
1,680
-5
-0.3% -$771 0.01% 214
2024
Q2 		$231K Buy
1,685
+106
+7% +$14.2K 0.01% 219
2024
Q1 		$217K Buy
+1,579
New +$210K 0.01% 231
2022
Q2 		– Sell
-1,579
Closed -$209K – 222
2022
Q1 		$209K Sell
1,579
-34
-2% -$4.39K 0.01% 222
2021
Q4 		$221K Buy
+1,613
New +$214K 0.01% 213

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

Obermeyer Wealth Partners's ICE Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Intercontinental Exchange (ICE) stake by 0.54% in Q3 2026, selling an estimated $1.81K and leaving 2,214 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #232.

Obermeyer Wealth Partners first reported a position in ICE in Q4 2021 and has held it in 13 quarters since. 650 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Obermeyer Wealth Partners held 2,214 shares of Intercontinental Exchange worth $337K as of Q3 2026.
  • Obermeyer Wealth Partners sold 12 Intercontinental Exchange shares in Q3 2026, an estimated $1.81K.
  • Intercontinental Exchange made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #232 holding.
  • Obermeyer Wealth Partners first reported a position in Intercontinental Exchange in Q4 2021 and has held it in 13 quarters since.
  • 650 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.