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Opal Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Opal Wealth Advisors’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 		$2.48M Buy
15,798
+7
+0% +$1.14K 0.56% 22
2025
Q4 		$2.56M Sell
15,791
-310
-2% -$48.5K 0.67% 23
2025
Q3 		$2.71M Buy
16,101
+510
+3% +$91.1K 0.75% 20
2025
Q2 		$2.86M Sell
15,591
-4,216
-21% -$724K 0.79% 17
2025
Q1 		$3.42M Buy
+19,807
New +$3.25M 1.05% 14
2024
Q3 		– Sell
-600
Closed -$82.1K – 643
2024
Q2 		$82.1K Buy
+600
New +$80.6K 0.03% 301

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

Opal Wealth Advisors's ICE Position: Q1 2026 in Review

Opal Wealth Advisors increased its Intercontinental Exchange (ICE) stake by 0.04% in Q1 2026, buying an estimated $1.14K and bringing the position to 15,798 shares worth $2.48M. The position accounts for 0.56% of the portfolio, ranked #22.

Opal Wealth Advisors first reported a position in ICE in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.42M in Q1 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Opal Wealth Advisors held 15,798 shares of Intercontinental Exchange worth $2.48M as of Q1 2026.
  • Opal Wealth Advisors bought 7 Intercontinental Exchange shares in Q1 2026, an estimated $1.14K.
  • Intercontinental Exchange made up 0.56% of Opal Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Opal Wealth Advisors first reported a position in Intercontinental Exchange in Q2 2024 and has held it in 6 quarters since.
  • Opal Wealth Advisors's Intercontinental Exchange position peaked at $3.42M in Q1 2025.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.