YHB Investment Advisors’s Intercontinental Exchange ICE Stock Holding History

YHB Investment Advisors’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
2025 Q4	–	Sell	-1,242	Closed	-$209K	–	303
2025 Q3	$209K	Buy	1,242 +10	+0.8%	+$1.79K	0.02%	294
2025 Q2	$226K	Hold	1,232	–	–	0.02%	289
2025 Q1	$213K	Buy	+1,232	New	+$202K	0.02%	283
2023 Q4	–	Sell	-2,356	Closed	-$259K	–	270
2023 Q3	$259K	Hold	2,356	–	–	0.02%	237
2023 Q2	$266K	Hold	2,356	–	–	0.02%	240
2023 Q1	$246K	Hold	2,356	–	–	0.02%	250
2022 Q4	$242K	Hold	2,356	–	–	0.03%	256
2022 Q3	$213K	Hold	2,356	–	–	0.02%	266
2022 Q2	$222K	Hold	2,356	–	–	0.02%	260
2022 Q1	$311K	Hold	2,356	–	–	0.03%	238
2021 Q4	$322K	Sell	2,356 -12	-0.5%	-$1.59K	0.03%	252
2021 Q3	$272K	Sell	2,368 -6	-0.3%	-$712	0.02%	262
2021 Q2	$282K	Hold	2,374	–	–	0.02%	255
2021 Q1	$287K	Hold	2,374	–	–	0.02%	243
2020 Q4	$274K	Buy	2,374 +32	+1%	+$3.32K	0.03%	241
2020 Q3	$234K	Buy	+2,342	New	+$231K	0.03%	236
2017 Q2	–	Sell	-3,495	Closed	-$210K	–	183
2017 Q1	$210K	Buy	+3,495	New	+$205K	0.04%	171

Other funds holding ICE

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YHB Investment Advisors's ICE Position: Q4 2025 in Review

YHB Investment Advisors sold out of Intercontinental Exchange (ICE) in Q4 2025, closing a stake of 1,242 shares — an estimated $209K sold.

YHB Investment Advisors first reported a position in ICE in Q1 2017 and held it in 17 quarters. The position peaked at $322K in Q4 2021. 1,741 funds tracked by Wall St. Rank hold ICE as of Q4 2025.

YHB Investment Advisors reported no remaining Intercontinental Exchange position as of Q4 2025 after selling out during the quarter.
YHB Investment Advisors sold 1,242 Intercontinental Exchange shares in Q4 2025, an estimated $209K.
YHB Investment Advisors first reported a position in Intercontinental Exchange in Q1 2017 and held it in 17 quarters.
YHB Investment Advisors's Intercontinental Exchange position peaked at $322K in Q4 2021.
1,741 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q4 2025.

Based on YHB Investment Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.