Univest Financial’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
Q1
$5.8M Buy
36,848
+2,768
+8% +$452K 0.33% 60
2025
Q4
$5.52M Buy
34,080
+69
+0.2% +$10.8K 0.29% 62
2025
Q3
$5.73M Sell
34,011
-2,948
-8% -$527K 0.32% 63
2025
Q2
$6.78M Sell
36,959
-743
-2% -$128K 0.41% 55
2025
Q1
$6.5M Buy
37,702
+925
+3% +$152K 0.42% 53
2024
Q4
$5.48M Buy
36,777
+3,366
+10% +$533K 0.35% 58
2024
Q3
$5.37M Buy
33,411
+28,951
+649% +$4.46M 0.35% 57
2024
Q2
$611K Buy
4,460
+1,596
+56% +$214K 0.17% 60
2024
Q1
$394K Buy
2,864
+634
+28% +$84.2K 0.11% 75
2023
Q4
$286K Buy
2,230
+90
+4% +$10.2K 0.08% 97
2023
Q3
$235K Buy
2,140
+16
+0.8% +$1.83K 0.08% 99
2023
Q2
$240K Buy
2,124
+66
+3% +$7.15K 0.07% 98
2023
Q1
$215K Buy
2,058
+30
+1% +$3.12K 0.07% 98
2022
Q4
$208K Buy
+2,028
New +$202K 0.07% 103
2022
Q2
Sell
-2,273
Closed -$300K 108
2022
Q1
$300K Sell
2,273
-34,138
-94% -$4.41M 0.08% 88
2021
Q4
$4.98M Sell
36,411
-683
-2% -$90.5K 1.27% 32
2021
Q3
$4.26M Buy
37,094
+449
+1% +$53.3K 1.19% 36
2021
Q2
$4.35M Sell
36,645
-2,479
-6% -$285K 1.19% 37
2021
Q1
$4.37M Sell
39,124
-1,336
-3% -$152K 1.23% 36
2020
Q4
$4.66M Buy
40,460
+430
+1% +$44.6K 1.35% 26
2020
Q3
$4M Sell
40,030
-1,302
-3% -$128K 1.27% 28
2020
Q2
$3.79M Sell
41,332
-384
-0.9% -$35.2K 1.25% 33
2020
Q1
$3.37M Sell
41,716
-23,437
-36% -$2.12M 1.34% 28
2019
Q4
$3.68M Buy
65,153
+10,443
+19% +$969K 1.56% 21
2019
Q3
$5.05M Sell
54,710
-438
-0.8% -$40K 1.62% 14
2019
Q2
$4.74M Buy
55,148
+88
+0.2% +$7.19K 1.5% 19
2019
Q1
$4.19M Sell
55,060
-2,037
-4% -$153K 1.37% 22
2018
Q4
$4.3M Sell
57,097
-1,200
-2% -$92K 1.58% 15
2018
Q3
$4.37M Sell
58,297
-1,300
-2% -$97.7K 1.33% 26
2018
Q2
$4.38M Sell
59,597
-2,941
-5% -$214K 1.76% 21
2018
Q1
$4.54M Sell
62,538
-980
-2% -$71.6K 1.96% 18
2017
Q4
$4.48M Sell
63,518
-1
-0% -$69 1.8% 24
2017
Q3
$4.36M Buy
63,519
+2,054
+3% +$135K 1.84% 22
2017
Q2
$4.05M Sell
61,465
-426
-0.7% -$26.1K 1.71% 22
2017
Q1
$3.71M Sell
61,891
-3,262
-5% -$191K 1.62% 24
2016
Q4
$3.68M Sell
65,153
-10,637
-14% -$589K 1.56% 21
2016
Q3
$4.08M Buy
75,790
+85
+0.1% +$4.64K 1.85% 11
2016
Q2
$3.88M Sell
75,705
-980
-1% -$49.5K 1.77% 11
2016
Q1
$3.61M Buy
76,685
+435
+0.6% +$21.2K 1.64% 22
2015
Q4
$3.91M Sell
76,250
-155
-0.2% -$7.8K 1.78% 16
2015
Q3
$3.59M Sell
76,405
-1,405
-2% -$65K 1.76% 17
2015
Q2
$3.48M Sell
77,810
-70
-0.1% -$3.25K 1.6% 23
2015
Q1
$3.63M Sell
77,880
-7,765
-9% -$350K 1.63% 19
2014
Q4
$3.76M Buy
85,645
+920
+1% +$39.4K 1.65% 24
2014
Q3
$3.31M Buy
84,725
+9,695
+13% +$372K 1.55% 24
2014
Q2
$2.83M Sell
75,030
-305
-0.4% -$11.9K 1.33% 43
2014
Q1
$2.98M Sell
75,335
-3,720
-5% -$157K 1.49% 32
2013
Q4
$3.56M Buy
+79,055
New +$3.26M 1.75% 16

Other funds holding ICE

Univest Financial's ICE Position: Q1 2026 in Review

Univest Financial increased its Intercontinental Exchange (ICE) stake by 8.1% in Q1 2026, buying an estimated $452K and bringing the position to 36,848 shares worth $5.8M. The position accounts for 0.33% of the portfolio, ranked #60.

Univest Financial first reported a position in ICE in Q4 2013 and has held it in 48 quarters since. The position peaked at $6.78M in Q2 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Univest Financial held 36,848 shares of Intercontinental Exchange worth $5.8M as of Q1 2026.
  • Univest Financial bought 2,768 Intercontinental Exchange shares in Q1 2026, an estimated $452K.
  • Intercontinental Exchange made up 0.33% of Univest Financial's portfolio in Q1 2026, its #60 holding.
  • Univest Financial first reported a position in Intercontinental Exchange in Q4 2013 and has held it in 48 quarters since.
  • Univest Financial's Intercontinental Exchange position peaked at $6.78M in Q2 2025.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.