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Tandem Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Tandem Wealth 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
Q1 		– Sell
-4,792
Closed -$776K – 49
2025
Q4 		$776K Buy
4,792
+876
+22% +$137K 0.35% 25
2025
Q3 		$660K Buy
3,916
+223
+6% +$39.8K 0.31% 28
2025
Q2 		$678K Sell
3,693
-227
-6% -$39K 0.34% 26
2025
Q1 		$676K Buy
3,920
+603
+18% +$98.8K 0.35% 25
2024
Q4 		$494K Buy
3,317
+230
+7% +$36.4K 0.25% 29
2024
Q3 		$496K Buy
3,087
+445
+17% +$68.6K 0.25% 28
2024
Q2 		$362K Hold
2,642
– – 0.19% 34
2024
Q1 		$363K Sell
2,642
-17
-0.6% -$2.26K 0.2% 36
2023
Q4 		$341K Hold
2,659
– – 0.2% 33
2023
Q3 		$293K Sell
2,659
-15
-0.6% -$1.72K 0.18% 34
2023
Q2 		$302K Buy
2,674
+142
+6% +$15.4K 0.18% 34
2023
Q1 		$264K Hold
2,532
– – 0.16% 34
2022
Q4 		$260K Buy
+2,532
New +$252K 0.17% 40

Other funds holding ICE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tandem Wealth Advisors's ICE Position: Q1 2026 in Review

Tandem Wealth Advisors sold out of Intercontinental Exchange (ICE) in Q1 2026, closing a stake of 4,792 shares — an estimated $776K sold.

Tandem Wealth Advisors first reported a position in ICE in Q4 2022 and held it in 13 quarters. The position peaked at $776K in Q4 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Tandem Wealth Advisors reported no remaining Intercontinental Exchange position as of Q1 2026 after selling out during the quarter.
  • Tandem Wealth Advisors sold 4,792 Intercontinental Exchange shares in Q1 2026, an estimated $776K.
  • Tandem Wealth Advisors first reported a position in Intercontinental Exchange in Q4 2022 and held it in 13 quarters.
  • Tandem Wealth Advisors's Intercontinental Exchange position peaked at $776K in Q4 2025.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.