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Twin Peaks Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Twin Peaks 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
Q2 		– Sell
-615
Closed -$96.8K – 1134
2026
Q1 		$96.8K Buy
+615
New +$100K 0.02% 299
2025
Q3 		– Sell
-432
Closed -$79K – 1071
2025
Q2 		$79K Buy
+432
New +$74.2K 0.03% 267

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

Twin Peaks Wealth Advisors's ICE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Intercontinental Exchange (ICE) in Q2 2026, closing a stake of 615 shares — an estimated $96.8K sold.

Twin Peaks Wealth Advisors first reported a position in ICE in Q2 2025 and held it in 2 quarters. The position peaked at $96.8K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Intercontinental Exchange position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 615 Intercontinental Exchange shares in Q2 2026, an estimated $96.8K.
  • Twin Peaks Wealth Advisors first reported a position in Intercontinental Exchange in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Intercontinental Exchange position peaked at $96.8K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.