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Principia Wealth Advisory’s Intercontinental Exchange ICE Stock Holding History

Principia Wealth Advisory’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 		$1.23K Sell
10
-26
-72% -$3.9K ﹤0.01% 717
2026
Q1 		$5.66K Buy
36
+4
+13% +$653 ﹤0.01% 280
2025
Q4 		$5.18K Buy
32
+5
+19% +$783 ﹤0.01% 266
2025
Q3 		$4.55K Buy
27
+3
+13% +$536 ﹤0.01% 281
2025
Q2 		$4.4K Buy
24
+8
+50% +$1.38K ﹤0.01% 251
2025
Q1 		$2.51K Buy
16
+2
+14% +$328 ﹤0.01% 258
2024
Q4 		$2.09K Buy
+14
New +$2.22K ﹤0.01% 240

Other funds holding ICE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's ICE Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Intercontinental Exchange (ICE) stake by 72% in Q2 2026, selling an estimated $3.9K and leaving 10 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Principia Wealth Advisory first reported a position in ICE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.66K in Q1 2026. 1,667 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Principia Wealth Advisory held 10 shares of Intercontinental Exchange worth $1.23K as of Q2 2026.
  • Principia Wealth Advisory sold 26 Intercontinental Exchange shares in Q2 2026, an estimated $3.9K.
  • Intercontinental Exchange made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #717 holding.
  • Principia Wealth Advisory first reported a position in Intercontinental Exchange in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Intercontinental Exchange position peaked at $5.66K in Q1 2026.
  • 1,667 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.