Winch Advisory Services’s Intercontinental Exchange ICE Stock Holding History

Winch Advisory Services’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	-20	Closed	-$3K	–	548
2026 Q1	$3.15K	Hold	20	–	–	﹤0.01%	399
2025 Q4	$3.24K	Hold	20	–	–	﹤0.01%	389
2025 Q3	$3.36K	Hold	20	–	–	﹤0.01%	391
2025 Q2	$3.64K	Hold	20	–	–	﹤0.01%	368
2025 Q1	$3.42K	Hold	20	–	–	﹤0.01%	371
2024 Q4	$2.94K	Hold	20	–	–	﹤0.01%	412
2024 Q3	$3.16K	Hold	20	–	–	﹤0.01%	350
2024 Q2	$2.69K	Hold	20	–	–	﹤0.01%	359
2024 Q1	$2.69K	Hold	20	–	–	﹤0.01%	354
2023 Q4	$2.51K	Buy	20 +1	+5%	+$113	﹤0.01%	348
2023 Q3	$2K	Hold	19	–	–	﹤0.01%	358
2023 Q2	$2K	Hold	19	–	–	﹤0.01%	357
2023 Q1	$2K	Hold	19	–	–	﹤0.01%	354
2022 Q4	$2K	Hold	19	–	–	﹤0.01%	334
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	325
2022 Q2	$2K	Sell	19 -1	-5%	-$107	﹤0.01%	346
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	356
2021 Q4	$3K	Sell	20 -19	-49%	-$2.52K	﹤0.01%	371
2021 Q3	$4K	Hold	39	–	–	﹤0.01%	351
2021 Q2	$5K	Hold	39	–	–	﹤0.01%	333
2021 Q1	$4K	Hold	39	–	–	﹤0.01%	332
2020 Q4	$4K	Buy	+39	New	+$4.05K	﹤0.01%	321

Other funds holding ICE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Winch Advisory Services's ICE Position: Q2 2026 in Review

Winch Advisory Services sold out of Intercontinental Exchange (ICE) in Q2 2026, closing a stake of 20 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in ICE in Q4 2020 and held it in 22 quarters. The position peaked at $5K in Q2 2021. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

Winch Advisory Services reported no remaining Intercontinental Exchange position as of Q2 2026 after selling out during the quarter.
Winch Advisory Services sold 20 Intercontinental Exchange shares in Q2 2026, an estimated $3K.
Winch Advisory Services first reported a position in Intercontinental Exchange in Q4 2020 and held it in 22 quarters.
Winch Advisory Services's Intercontinental Exchange position peaked at $5K in Q2 2021.
1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.