UFPG
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United Financial Planning Group’s Intercontinental Exchange ICE Stock Holding History

United Financial Planning Group’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 		$12.6K Sell
102
-50
-33% -$7.5K 0.01% 223
2026
Q1 		$23.9K Buy
152
+30
+25% +$4.89K 0.01% 119
2025
Q4 		$19.8K Buy
+122
New +$19.1K 0.01% 140

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

United Financial Planning Group's ICE Position: Q2 2026 in Review

United Financial Planning Group reduced its Intercontinental Exchange (ICE) stake by 33% in Q2 2026, selling an estimated $7.5K and leaving 102 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #223.

United Financial Planning Group first reported a position in ICE in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.9K in Q1 2026. 1,661 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • United Financial Planning Group held 102 shares of Intercontinental Exchange worth $12.6K as of Q2 2026.
  • United Financial Planning Group sold 50 Intercontinental Exchange shares in Q2 2026, an estimated $7.5K.
  • Intercontinental Exchange made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #223 holding.
  • United Financial Planning Group first reported a position in Intercontinental Exchange in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Intercontinental Exchange position peaked at $23.9K in Q1 2026.
  • 1,661 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.