Peterson Wealth Services
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Peterson Wealth Services’s Intercontinental Exchange ICE Stock Holding History

Peterson Wealth Services’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 		$5.08K Hold
33
– – ﹤0.01% 190
2026
Q2 		$4.1K Hold
33
– – ﹤0.01% 207
2026
Q1 		$5.22K Hold
33
– – ﹤0.01% 189
2025
Q4 		$5.36K Sell
33
-2,102
-98% -$329K ﹤0.01% 192
2025
Q3 		$5.56K Buy
2,135
+1,641
+332% +$293K ﹤0.01% 193
2025
Q2 		$90.6K Buy
494
+1
+0.2% +$172 0.02% 148
2025
Q1 		$85K Sell
493
-2,829
-85% -$463K 0.03% 148
2024
Q4 		$495K Buy
3,322
+94
+3% +$14.9K 0.15% 88
2024
Q3 		$519K Buy
3,228
+225
+7% +$34.7K 0.17% 90
2024
Q2 		$411K Buy
3,003
+38
+1% +$5.11K 0.14% 98
2024
Q1 		$407K Sell
2,965
-5
-0.2% -$664 0.15% 95
2023
Q4 		$382K Buy
2,970
+76
+3% +$8.62K 0.16% 70
2023
Q3 		$318K Buy
2,894
+24
+0.8% +$2.75K 0.24% 52
2023
Q2 		$325K Buy
2,870
+38
+1% +$4.12K 0.16% 72
2023
Q1 		$295K Sell
2,832
-125
-4% -$13K 0.15% 75
2022
Q4 		$303K Buy
2,957
+95
+3% +$9.46K 0.17% 70
2022
Q3 		$259K Buy
2,862
+298
+12% +$29.9K 0.18% 75
2022
Q2 		$241K Buy
2,564
+285
+13% +$30.5K 0.17% 77
2022
Q1 		$301K Buy
2,279
+387
+20% +$50K 0.19% 75
2021
Q4 		$259K Buy
+1,892
New +$251K 0.17% 75

Other funds holding ICE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Peterson Wealth Services's ICE Position: Q3 2026 in Review

Peterson Wealth Services held its Intercontinental Exchange (ICE) position steady in Q3 2026 at 33 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Peterson Wealth Services first reported a position in ICE in Q4 2021 and has held it in 20 quarters since. The position peaked at $519K in Q3 2024. 909 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Peterson Wealth Services held 33 shares of Intercontinental Exchange worth $5.08K as of Q3 2026.
  • Peterson Wealth Services left its Intercontinental Exchange share count unchanged in Q3 2026.
  • Intercontinental Exchange made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #190 holding.
  • Peterson Wealth Services first reported a position in Intercontinental Exchange in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Intercontinental Exchange position peaked at $519K in Q3 2024.
  • 909 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.