PWS
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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
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

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

Peterson Wealth Services's ICE Position: Q1 2026 in Review

Peterson Wealth Services held its Intercontinental Exchange (ICE) position steady in Q1 2026 at 33 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Peterson Wealth Services first reported a position in ICE in Q4 2021 and has held it in 18 quarters since. The position peaked at $519K in Q3 2024. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Peterson Wealth Services held 33 shares of Intercontinental Exchange worth $5.22K as of Q1 2026.
  • Peterson Wealth Services left its Intercontinental Exchange share count unchanged in Q1 2026.
  • Intercontinental Exchange made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #189 holding.
  • Peterson Wealth Services first reported a position in Intercontinental Exchange in Q4 2021 and has held it in 18 quarters since.
  • Peterson Wealth Services's Intercontinental Exchange position peaked at $519K in Q3 2024.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.