RFP
ICE icon

Root Financial Partners’s Intercontinental Exchange ICE Stock Holding History

Root Financial Partners’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 		– Sell
-572
Closed -$89.9K – 1703
2026
Q1 		$89.9K Buy
572
+184
+47% +$30K ﹤0.01% 611
2025
Q4 		$62.8K Sell
388
-46
-11% -$7.2K ﹤0.01% 628
2025
Q3 		$73.1K Buy
+434
New +$77.5K ﹤0.01% 542

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 $3.37T AUM 44.26% 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

Root Financial Partners's ICE Position: Q2 2026 in Review

Root Financial Partners sold out of Intercontinental Exchange (ICE) in Q2 2026, closing a stake of 572 shares — an estimated $89.9K sold.

Root Financial Partners first reported a position in ICE in Q3 2025 and held it in 3 quarters. The position peaked at $89.9K in Q1 2026. 1,663 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Root Financial Partners reported no remaining Intercontinental Exchange position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 572 Intercontinental Exchange shares in Q2 2026, an estimated $89.9K.
  • Root Financial Partners first reported a position in Intercontinental Exchange in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Intercontinental Exchange position peaked at $89.9K in Q1 2026.
  • 1,663 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.