Pinnacle Wealth Planning Services’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $731K | Buy |
4,646
+147
| +3% | +$24K | 0.08% | 143 |
|
|
2025
Q4 | $729K | Sell |
4,499
-119
| -3% | -$18.6K | 0.08% | 136 |
|
|
2025
Q3 | $778K | Buy |
4,618
+232
| +5% | +$41.5K | 0.09% | 129 |
|
|
2025
Q2 | $805K | Buy |
4,386
+816
| +23% | +$140K | 0.11% | 114 |
|
|
2025
Q1 | $616K | Sell |
3,570
-528
| -13% | -$86.5K | 0.09% | 134 |
|
|
2024
Q4 | $611K | Sell |
4,098
-856
| -17% | -$136K | 0.09% | 133 |
|
|
2024
Q3 | $796K | Sell |
4,954
-270
| -5% | -$41.6K | 0.11% | 121 |
|
|
2024
Q2 | $715K | Sell |
5,224
-88
| -2% | -$11.8K | 0.1% | 125 |
|
|
2024
Q1 | $730K | Buy |
5,312
+145
| +3% | +$19.3K | 0.11% | 125 |
|
|
2023
Q4 | $664K | Buy |
5,167
+406
| +9% | +$46K | 0.1% | 129 |
|
|
2023
Q3 | $524K | Sell |
4,761
-3
| -0.1% | -$344 | 0.09% | 149 |
|
|
2023
Q2 | $539K | Sell |
4,764
-378
| -7% | -$40.9K | 0.09% | 156 |
|
|
2023
Q1 | $536K | Buy |
5,142
+633
| +14% | +$65.9K | 0.09% | 163 |
|
|
2022
Q4 | $463K | Sell |
4,509
-1,736
| -28% | -$173K | 0.08% | 176 |
|
|
2022
Q3 | $564K | Buy |
6,245
+132
| +2% | +$13.2K | 0.1% | 128 |
|
|
2022
Q2 | $575K | Buy |
6,113
+466
| +8% | +$49.8K | 0.1% | 131 |
|
|
2022
Q1 | $746K | Sell |
5,647
-317
| -5% | -$41K | 0.14% | 119 |
|
|
2021
Q4 | $816K | Sell |
5,964
-102
| -2% | -$13.5K | 0.16% | 96 |
|
|
2021
Q3 | $696K | Sell |
6,066
-976
| -14% | -$116K | 0.15% | 100 |
|
|
2021
Q2 | $836K | Sell |
7,042
-237
| -3% | -$27.3K | 0.19% | 85 |
|
|
2021
Q1 | $813K | Buy |
7,279
+233
| +3% | +$26.4K | 0.21% | 83 |
|
|
2020
Q4 | $812K | Sell |
7,046
-64
| -0.9% | -$6.64K | 0.19% | 76 |
|
|
2020
Q3 | $712K | Sell |
7,110
-342
| -5% | -$33.7K | 0.24% | 76 |
|
|
2020
Q2 | $682K | Buy |
7,452
+125
| +2% | +$11.4K | 0.22% | 81 |
|
|
2020
Q1 | $591K | Buy |
7,327
+599
| +9% | +$54.3K | 0.28% | 73 |
|
|
2019
Q4 | $622K | Sell |
6,728
-35
| -0.5% | -$3.25K | 0.29% | 75 |
|
|
2019
Q3 | $624K | Buy |
6,763
+1,136
| +20% | +$104K | 0.34% | 62 |
|
|
2019
Q2 | $483K | Buy |
5,627
+219
| +4% | +$17.9K | 0.29% | 68 |
|
|
2019
Q1 | $411K | Sell |
5,408
-1,974
| -27% | -$148K | 0.28% | 73 |
|
|
2018
Q4 | $556K | Buy |
7,382
+4
| +0.1% | +$307 | 0.36% | 56 |
|
|
2018
Q3 | $553K | Sell |
7,378
-204
| -3% | -$15.3K | 0.51% | 60 |
|
|
2018
Q2 | $558K | Buy |
7,582
+1,372
| +22% | +$99.9K | 0.54% | 59 |
|
|
2018
Q1 | $450K | Buy |
6,210
+4,676
| +305% | +$342K | 0.46% | 71 |
|
|
2017
Q4 | $109K | Buy |
+1,534
| New | +$105K | 0.22% | 83 |
|
Other funds holding ICE
VCM
VPM
Pinnacle Wealth Planning Services's ICE Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Intercontinental Exchange (ICE) stake by 3.3% in Q1 2026, buying an estimated $24K and bringing the position to 4,646 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #143.
Pinnacle Wealth Planning Services first reported a position in ICE in Q4 2017 and has held it in 34 quarters since. The position peaked at $836K in Q2 2021. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.
- Pinnacle Wealth Planning Services held 4,646 shares of Intercontinental Exchange worth $731K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 147 Intercontinental Exchange shares in Q1 2026, an estimated $24K.
- Intercontinental Exchange made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #143 holding.
- Pinnacle Wealth Planning Services first reported a position in Intercontinental Exchange in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Intercontinental Exchange position peaked at $836K in Q2 2021.
- 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.