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Resonant Capital Advisors’s Intercontinental Exchange ICE Stock Holding History

Resonant Capital 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 		$410K Sell
3,328
-414
-11% -$62.1K 0.02% 338
2026
Q1 		$589K Buy
3,742
+489
+15% +$79.8K 0.03% 241
2025
Q4 		$527K Sell
3,253
-62
-2% -$9.71K 0.03% 239
2025
Q3 		$559K Sell
3,315
-388
-10% -$69.3K 0.03% 231
2025
Q2 		$679K Buy
3,703
+424
+13% +$72.9K 0.04% 205
2025
Q1 		$566K Buy
3,279
+297
+10% +$48.7K 0.04% 198
2024
Q4 		$444K Hold
2,982
– – 0.03% 220
2024
Q3 		$479K Buy
2,982
+84
+3% +$13K 0.04% 216
2024
Q2 		$397K Buy
2,898
+311
+12% +$41.8K 0.03% 222
2024
Q1 		$356K Buy
2,587
+102
+4% +$13.5K 0.03% 239
2023
Q4 		$319K Buy
2,485
+59
+2% +$6.69K 0.03% 228
2023
Q3 		$267K Buy
2,426
+275
+13% +$31.5K 0.03% 231
2023
Q2 		$243K Buy
2,151
+49
+2% +$5.31K 0.03% 235
2023
Q1 		$219K Sell
2,102
-1,086
-34% -$113K 0.02% 235
2022
Q4 		$327K Buy
+3,188
New +$317K 0.04% 202
2022
Q2 		– Sell
-1,965
Closed -$261K – 246
2022
Q1 		$261K Buy
1,965
+419
+27% +$54.1K 0.04% 189
2021
Q4 		$211K Buy
+1,546
New +$205K 0.03% 198

Other funds holding ICE

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Resonant Capital Advisors's ICE Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Intercontinental Exchange (ICE) stake by 11% in Q2 2026, selling an estimated $62.1K and leaving 3,328 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #338.

Resonant Capital Advisors first reported a position in ICE in Q4 2021 and has held it in 17 quarters since. The position peaked at $679K in Q2 2025. 769 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Resonant Capital Advisors held 3,328 shares of Intercontinental Exchange worth $410K as of Q2 2026.
  • Resonant Capital Advisors sold 414 Intercontinental Exchange shares in Q2 2026, an estimated $62.1K.
  • Intercontinental Exchange made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #338 holding.
  • Resonant Capital Advisors first reported a position in Intercontinental Exchange in Q4 2021 and has held it in 17 quarters since.
  • Resonant Capital Advisors's Intercontinental Exchange position peaked at $679K in Q2 2025.
  • 769 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.