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Selective Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Selective Wealth Management’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
-2,020
Closed -$316K – 139
2026
Q1 		$316K Buy
2,020
+20
+1% +$3.26K 0.09% 99
2025
Q4 		$347K Sell
2,000
-30
-1% -$4.7K 0.11% 80
2025
Q3 		$329K Buy
2,030
+30
+2% +$5.36K 0.11% 80
2025
Q2 		$364K Hold
2,000
– – 0.13% 69
2025
Q1 		$312K Hold
2,000
– – 0.14% 73
2024
Q4 		$291K Hold
2,000
– – 0.12% 81
2024
Q3 		$324K Hold
2,000
– – 0.13% 81
2024
Q2 		$285K Hold
2,000
– – 0.13% 85
2024
Q1 		$266K Hold
2,000
– – 0.12% 90
2023
Q4 		$251K Hold
2,000
– – 0.13% 78
2023
Q3 		$218K Sell
2,000
-17
-0.8% -$1.95K 0.12% 78
2023
Q2 		$228K Buy
+2,017
New +$218K 0.11% 102
2022
Q4 		$219K Sell
2,017
-400
-17% -$39.8K 0.12% 114
2022
Q3 		$218K Buy
2,417
+17
+0.7% +$1.71K 0.09% 116
2022
Q2 		$226K Hold
2,400
– – 0.08% 133
2022
Q1 		$317K Sell
2,400
-800
-25% -$103K 0.11% 94
2021
Q4 		$438K Hold
3,200
– – 0.18% 66
2021
Q3 		$367K Buy
3,200
+2,400
+300% +$285K 0.19% 58
2021
Q2 		$95K Buy
+800
New +$92.1K 0.08% 126

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Selective Wealth Management sold out of Intercontinental Exchange (ICE) in Q2 2026, closing a stake of 2,020 shares — an estimated $316K sold.

Selective Wealth Management first reported a position in ICE in Q2 2021 and held it in 19 quarters. The position peaked at $438K in Q4 2021. 648 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Selective Wealth Management reported no remaining Intercontinental Exchange position as of Q2 2026 after selling out during the quarter.
  • Selective Wealth Management sold 2,020 Intercontinental Exchange shares in Q2 2026, an estimated $316K.
  • Selective Wealth Management first reported a position in Intercontinental Exchange in Q2 2021 and held it in 19 quarters.
  • Selective Wealth Management's Intercontinental Exchange position peaked at $438K in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.