RKL Wealth Management’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
Q2
$2.38M Sell
19,328
-645
-3% -$96.8K 0.19% 64
2026
Q1
$3.14M Sell
19,973
-940
-4% -$153K 0.28% 51
2025
Q4
$3.39M Buy
20,913
+1,920
+10% +$301K 0.28% 48
2025
Q3
$3.2M Sell
18,993
-698
-4% -$125K 0.27% 51
2025
Q2
$3.61M Sell
19,691
-772
-4% -$133K 0.32% 47
2025
Q1
$3.53M Sell
20,463
-10
-0% -$1.64K 0.33% 45
2024
Q4
$3.05M Buy
20,473
+491
+2% +$77.8K 0.27% 49
2024
Q3
$3.21M Buy
19,982
+441
+2% +$68K 0.29% 47
2024
Q2
$2.68M Buy
19,541
+1,338
+7% +$180K 0.26% 52
2024
Q1
$2.5M Buy
18,203
+797
+5% +$106K 0.25% 51
2023
Q4
$2.24M Buy
17,406
+721
+4% +$81.7K 0.24% 51
2023
Q3
$1.84M Sell
16,685
-81
-0.5% -$9.28K 0.22% 56
2023
Q2
$1.9M Sell
16,766
-32
-0.2% -$3.46K 0.22% 55
2023
Q1
$1.75M Sell
16,798
-214
-1% -$22.3K 0.22% 57
2022
Q4
$1.75M Buy
17,012
+89
+0.5% +$8.86K 0.23% 58
2022
Q3
$1.53M Buy
16,923
+68
+0.4% +$6.82K 0.22% 62
2022
Q2
$1.58M Buy
16,855
+224
+1% +$23.9K 0.22% 60
2022
Q1
$2.2M Buy
16,631
+423
+3% +$54.6K 0.26% 54
2021
Q4
$2.22M Buy
16,208
+146
+0.9% +$19.3K 0.26% 53
2021
Q3
$1.84M Buy
16,062
+210
+1% +$24.9K 0.23% 58
2021
Q2
$1.88M Sell
15,852
-77
-0.5% -$8.86K 0.24% 57
2021
Q1
$1.78M Sell
15,929
-827
-5% -$93.8K 0.24% 57
2020
Q4
$1.93M Sell
16,756
-244
-1% -$25.3K 0.27% 52
2020
Q3
$1.7M Sell
17,000
-19
-0.1% -$1.87K 0.27% 52
2020
Q2
$1.56M Buy
17,019
+560
+3% +$51.3K 0.27% 55
2020
Q1
$1.33M Sell
16,459
-1,027
-6% -$93.1K 0.28% 55
2019
Q4
$1.62M Sell
17,486
-623
-3% -$57.8K 0.29% 56
2019
Q3
$1.67M Sell
18,109
-581
-3% -$53K 0.32% 53
2019
Q2
$1.61M Sell
18,690
-283
-1% -$23.1K 0.3% 55
2019
Q1
$1.45M Sell
18,973
-133
-0.7% -$9.96K 0.28% 57
2018
Q4
$1.44M Sell
19,106
-90
-0.5% -$6.9K 0.33% 55
2018
Q3
$1.43M Buy
19,196
+130
+0.7% +$9.77K 0.3% 62
2018
Q2
$1.4M Sell
19,066
-32
-0.2% -$2.33K 0.32% 61
2018
Q1
$1.38M Buy
19,098
+1,266
+7% +$92.5K 0.33% 62
2017
Q4
$1.25M Buy
17,832
+1,324
+8% +$90.9K 0.31% 68
2017
Q3
$1.14M Buy
16,508
+2,712
+20% +$179K 0.32% 65
2017
Q2
$913K Buy
13,796
+4,331
+46% +$266K 0.29% 71
2017
Q1
$566K Buy
9,465
+5,163
+120% +$302K 0.23% 75
2016
Q4
$243K Buy
+4,302
New +$238K 0.12% 84

Other funds holding ICE

RKL Wealth Management's ICE Position: Q2 2026 in Review

RKL Wealth Management reduced its Intercontinental Exchange (ICE) stake by 3.2% in Q2 2026, selling an estimated $96.8K and leaving 19,328 shares worth $2.38M. The position accounts for 0.19% of the portfolio, ranked #64.

RKL Wealth Management first reported a position in ICE in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.61M in Q2 2025. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • RKL Wealth Management held 19,328 shares of Intercontinental Exchange worth $2.38M as of Q2 2026.
  • RKL Wealth Management sold 645 Intercontinental Exchange shares in Q2 2026, an estimated $96.8K.
  • Intercontinental Exchange made up 0.19% of RKL Wealth Management's portfolio in Q2 2026, its #64 holding.
  • RKL Wealth Management first reported a position in Intercontinental Exchange in Q4 2016 and has held it in 39 quarters since.
  • RKL Wealth Management's Intercontinental Exchange position peaked at $3.61M in Q2 2025.
  • 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.