United Capital Financial Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.36M | Sell |
19,151
-2,126
| -10% | -$319K | 0.01% | 541 |
|
|
2026
Q1 | $3.35M | Buy |
21,277
+1,321
| +7% | +$215K | 0.02% | 449 |
|
|
2025
Q4 | $3.23M | Sell |
19,956
-569
| -3% | -$89.1K | 0.02% | 432 |
|
|
2025
Q3 | $3.46M | Buy |
20,525
+4,375
| +27% | +$782K | 0.02% | 357 |
|
|
2025
Q2 | $2.96M | Buy |
16,150
+1,750
| +12% | +$301K | 0.02% | 365 |
|
|
2025
Q1 | $2.48M | Buy |
14,400
+605
| +4% | +$99.1K | 0.02% | 383 |
|
|
2024
Q4 | $2.06M | Sell |
13,795
-835
| -6% | -$132K | 0.02% | 411 |
|
|
2024
Q3 | $2.35M | Buy |
14,630
+103
| +0.7% | +$15.9K | 0.02% | 382 |
|
|
2024
Q2 | $1.99M | Buy |
14,527
+33
| +0.2% | +$4.43K | 0.02% | 405 |
|
|
2024
Q1 | $1.99M | Buy |
14,494
+177
| +1% | +$23.5K | 0.02% | 429 |
|
|
2023
Q4 | $1.84M | Buy |
14,317
+5,541
| +63% | +$628K | 0.02% | 426 |
|
|
2023
Q3 | $966K | Sell |
8,776
-3,932
| -31% | -$450K | 0.01% | 523 |
|
|
2023
Q2 | $1.44M | Sell |
12,708
-1,803
| -12% | -$195K | 0.01% | 487 |
|
|
2023
Q1 | $1.51M | Sell |
14,511
-2,976
| -17% | -$310K | 0.01% | 496 |
|
|
2022
Q4 | $1.79M | Sell |
17,487
-1,772
| -9% | -$176K | 0.01% | 501 |
|
|
2022
Q3 | $1.74M | Sell |
19,259
-612
| -3% | -$61.4K | 0.01% | 499 |
|
|
2022
Q2 | $1.87M | Buy |
19,871
+399
| +2% | +$42.7K | 0.01% | 507 |
|
|
2022
Q1 | $2.57M | Sell |
19,472
-589
| -3% | -$76.1K | 0.01% | 472 |
|
|
2021
Q4 | $2.74M | Buy |
20,061
+11
| +0.1% | +$1.46K | 0.01% | 475 |
|
|
2021
Q3 | $2.3M | Buy |
20,050
+1,649
| +9% | +$196K | 0.01% | 499 |
|
|
2021
Q2 | $2.18M | Sell |
18,401
-848
| -4% | -$97.6K | 0.01% | 518 |
|
|
2021
Q1 | $2.15M | Buy |
19,249
+546
| +3% | +$61.9K | 0.01% | 493 |
|
|
2020
Q4 | $2.16M | Buy |
18,703
+161
| +0.9% | +$16.7K | 0.01% | 491 |
|
|
2020
Q3 | $1.85M | Buy |
18,542
+370
| +2% | +$36.5K | 0.01% | 517 |
|
|
2020
Q2 | $1.67M | Buy |
18,172
+2,363
| +15% | +$216K | 0.01% | 555 |
|
|
2020
Q1 | $1.28M | Sell |
15,809
-7,474
| -32% | -$677K | 0.01% | 579 |
|
|
2019
Q4 | $2.15M | Buy |
23,283
+5,396
| +30% | +$501K | 0.01% | 594 |
|
|
2019
Q3 | $1.65M | Sell |
17,887
-6,209
| -26% | -$567K | 0.01% | 625 |
|
|
2019
Q2 | $2.07M | Sell |
24,096
-1,745
| -7% | -$143K | 0.01% | 616 |
|
|
2019
Q1 | $1.93M | Sell |
25,841
-4,590
| -15% | -$344K | 0.01% | 597 |
|
|
2018
Q4 | $2.29M | Sell |
30,431
-986
| -3% | -$75.6K | 0.02% | 533 |
|
|
2018
Q3 | $2.35M | Buy |
31,417
+1,317
| +4% | +$99K | 0.02% | 570 |
|
|
2018
Q2 | $2.21M | Buy |
30,100
+258
| +0.9% | +$18.8K | 0.02% | 573 |
|
|
2018
Q1 | $2.16M | Sell |
29,842
-4,046
| -12% | -$296K | 0.02% | 571 |
|
|
2017
Q4 | $2.39M | Buy |
33,888
+2,992
| +10% | +$205K | 0.02% | 551 |
|
|
2017
Q3 | $2.12M | Buy |
30,896
+423
| +1% | +$27.9K | 0.02% | 556 |
|
|
2017
Q2 | $2.01M | Sell |
30,473
-6,611
| -18% | -$405K | 0.02% | 571 |
|
|
2017
Q1 | $2.22M | Buy |
37,084
+10,971
| +42% | +$642K | 0.02% | 540 |
|
|
2016
Q4 | $1.47M | Buy |
26,113
+1,803
| +7% | +$99.9K | 0.01% | 632 |
|
|
2016
Q3 | $1.31M | Sell |
24,310
-1,310
| -5% | -$71.5K | 0.01% | 707 |
|
|
2016
Q2 | $1.31M | Sell |
25,620
-35,815
| -58% | -$1.81M | 0.01% | 656 |
|
|
2016
Q1 | $2.89M | Sell |
61,435
-18,400
| -23% | -$895K | 0.03% | 452 |
|
|
2015
Q4 | $4.09M | Sell |
79,835
-5,115
| -6% | -$257K | 0.05% | 370 |
|
|
2015
Q3 | $3.99M | Buy |
84,950
+62,305
| +275% | +$2.88M | 0.05% | 370 |
|
|
2015
Q2 | $1.01M | Sell |
22,645
-1,315
| -5% | -$61K | 0.01% | 721 |
|
|
2015
Q1 | $1.08M | Sell |
23,960
-2,485
| -9% | -$112K | 0.01% | 705 |
|
|
2014
Q4 | $1.16M | Sell |
26,445
-30,455
| -54% | -$1.31M | 0.02% | 612 |
|
|
2014
Q3 | $2.22M | Buy |
56,900
+1,850
| +3% | +$70.9K | 0.04% | 419 |
|
|
2014
Q2 | $2.08M | Buy |
55,050
+29,095
| +112% | +$1.13M | 0.04% | 407 |
|
|
2014
Q1 | $1.03M | Buy |
+25,955
| New | +$1.1M | 0.02% | 487 |
|
Other funds holding ICE
United Capital Financial Advisors's ICE Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Intercontinental Exchange (ICE) stake by 10% in Q2 2026, selling an estimated $319K and leaving 19,151 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #541.
United Capital Financial Advisors first reported a position in ICE in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.09M in Q4 2015. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.
- United Capital Financial Advisors held 19,151 shares of Intercontinental Exchange worth $2.36M as of Q2 2026.
- United Capital Financial Advisors sold 2,126 Intercontinental Exchange shares in Q2 2026, an estimated $319K.
- Intercontinental Exchange made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #541 holding.
- United Capital Financial Advisors first reported a position in Intercontinental Exchange in Q1 2014 and has held it in 50 quarters since.
- United Capital Financial Advisors's Intercontinental Exchange position peaked at $4.09M in Q4 2015.
- 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.