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Physician Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Physician 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
Q2 		$21.9K Sell
178
-206
-54% -$30.9K ﹤0.01% 636
2026
Q1 		$60.4K Buy
384
+13
+4% +$2.12K 0.01% 365
2025
Q4 		$60.1K Buy
371
+135
+57% +$21.1K 0.01% 352
2025
Q3 		$39.8K Buy
236
+11
+5% +$1.97K 0.01% 411
2025
Q2 		$41.3K Buy
225
+20
+10% +$3.44K 0.01% 375
2025
Q1 		$35.4K Sell
205
-6
-3% -$983 0.01% 383
2024
Q4 		$31.4K Buy
+211
New +$33.4K 0.01% 414

Other funds holding ICE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Physician Wealth Advisors's ICE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Intercontinental Exchange (ICE) stake by 54% in Q2 2026, selling an estimated $30.9K and leaving 178 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Physician Wealth Advisors first reported a position in ICE in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.4K in Q1 2026. 347 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Physician Wealth Advisors held 178 shares of Intercontinental Exchange worth $21.9K as of Q2 2026.
  • Physician Wealth Advisors sold 206 Intercontinental Exchange shares in Q2 2026, an estimated $30.9K.
  • Intercontinental Exchange made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #636 holding.
  • Physician Wealth Advisors first reported a position in Intercontinental Exchange in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Intercontinental Exchange position peaked at $60.4K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.