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Total Wealth Planning & Management’s Intercontinental Exchange ICE Stock Holding History

Total Wealth Planning & 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
Q1 		$201K Buy
1,277
+11
+0.9% +$1.79K 0.15% 189
2025
Q4 		$205K Buy
+1,266
New +$198K 0.15% 192
2025
Q2 		– Sell
-1,195
Closed -$206K – 231
2025
Q1 		$206K Buy
+1,195
New +$196K 0.2% 172

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

Total Wealth Planning & Management's ICE Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Intercontinental Exchange (ICE) stake by 0.87% in Q1 2026, buying an estimated $1.79K and bringing the position to 1,277 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #189.

Total Wealth Planning & Management first reported a position in ICE in Q1 2025 and has held it in 3 quarters since. The position peaked at $206K in Q1 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Total Wealth Planning & Management held 1,277 shares of Intercontinental Exchange worth $201K as of Q1 2026.
  • Total Wealth Planning & Management bought 11 Intercontinental Exchange shares in Q1 2026, an estimated $1.79K.
  • Intercontinental Exchange made up 0.15% of Total Wealth Planning & Management's portfolio in Q1 2026, its #189 holding.
  • Total Wealth Planning & Management first reported a position in Intercontinental Exchange in Q1 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Intercontinental Exchange position peaked at $206K in Q1 2025.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.