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Wealthspire Advisors (New York)’s Intercontinental Exchange ICE Stock Holding History

Wealthspire Advisors (New York)’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 		$473K Sell
3,006
-1,403
-32% -$229K ﹤0.01% 587
2025
Q4 		$714K Buy
4,409
+2,090
+90% +$327K 0.01% 515
2025
Q3 		$391K Sell
2,319
-2,017
-47% -$360K ﹤0.01% 596
2025
Q2 		$795K Buy
4,336
+1,799
+71% +$309K ﹤0.01% 433
2025
Q1 		$438K Sell
2,537
-219
-8% -$35.9K ﹤0.01% 552
2024
Q4 		$411K Buy
2,756
+311
+13% +$49.3K ﹤0.01% 569
2024
Q3 		$393K Sell
2,445
-323
-12% -$49.8K ﹤0.01% 553
2024
Q2 		$379K Sell
2,768
-62
-2% -$8.33K ﹤0.01% 484
2024
Q1 		$389K Sell
2,830
-444
-14% -$59K 0.01% 471
2023
Q4 		$420K Sell
3,274
-1,602
-33% -$182K 0.01% 445
2023
Q3 		$536K Sell
4,876
-398
-8% -$45.6K 0.01% 377
2023
Q2 		$596K Sell
5,274
-509
-9% -$55.1K 0.01% 332
2023
Q1 		$603K Sell
5,783
-10,963
-65% -$1.14M 0.01% 325
2022
Q4 		$1.72M Buy
+16,746
New +$1.67M 0.03% 173
2022
Q3 		– Sell
-2,651
Closed -$249K – 527
2022
Q2 		$249K Buy
2,651
+144
+6% +$15.4K 0.01% 437
2022
Q1 		$331K Sell
2,507
-1,867
-43% -$241K 0.01% 334
2021
Q4 		$598K Buy
4,374
+71
+2% +$9.41K 0.01% 298
2021
Q3 		$494K Buy
4,303
+2,095
+95% +$249K 0.01% 358
2021
Q2 		$262K Sell
2,208
-7,138
-76% -$822K 0.01% 316
2021
Q1 		$1.04M Buy
9,346
+2,141
+30% +$243K 0.02% 258
2020
Q4 		$831K Buy
7,205
+2,376
+49% +$247K 0.02% 226
2020
Q3 		$483K Sell
4,829
-69
-1% -$6.8K 0.03% 184
2020
Q2 		$449K Sell
4,898
-5,051
-51% -$462K 0.03% 162
2020
Q1 		$803K Buy
9,949
+7,623
+328% +$691K 0.03% 223
2019
Q4 		$215K Buy
+2,326
New +$216K 0.02% 193
2019
Q1 		– Sell
-456
Closed -$34K – 389
2018
Q4 		$34K Buy
+456
New +$34.9K ﹤0.01% 239

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

Wealthspire Advisors (New York)'s ICE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Intercontinental Exchange (ICE) stake by 32% in Q1 2026, selling an estimated $229K and leaving 3,006 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Wealthspire Advisors (New York) first reported a position in ICE in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2022. 1,721 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,006 shares of Intercontinental Exchange worth $473K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,403 Intercontinental Exchange shares in Q1 2026, an estimated $229K.
  • Intercontinental Exchange made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #587 holding.
  • Wealthspire Advisors (New York) first reported a position in Intercontinental Exchange in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Intercontinental Exchange position peaked at $1.72M in Q4 2022.
  • 1,721 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.