ICE β€” INTERCONTINENTALEXCHGE COM

Ownership history in Gradient Investments LLC  Β·  30 quarters on record

AI Ownership Summary

Gradient Investments LLC reported INTERCONTINENTALEXCHGE COM (ICE) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows ICE at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ICE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gradient Investments LLC's position in INTERCONTINENTALEXCHGE COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ICE was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gradient Investments LLC held ICE β€” position size vs. price
% of Fund (quarterly)    ICE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 75,693 -5,822 -7.1% 0.21% $12.8M 2025-10-06 $158.08
2025 Q2 REDUCED 81,515 -1,325 -1.6% 0.27% $15.0M 2025-07-08 $179.36
2025 Q1 REDUCED 82,840 -4,925 -5.6% 0.29% $14.3M 2025-04-09 $154.99
2024 Q4 ADDED 87,765 +30 +0.0% 0.26% $13.1M 2025-01-21 $149.54
2024 Q3 REDUCED 87,735 -29,105 -24.9% 0.29% $14.1M 2024-10-15 $162.33
2024 Q2 REDUCED 116,840 -2,850 -2.4% 0.36% $16.0M 2024-07-18 $144.81
2024 Q1 REDUCED 119,690 -18,951 -13.7% 0.38% $16.4M 2024-04-23 $129.26
2023 Q4 REDUCED 138,641 -11,053 -7.4% 0.43% $17.8M 2024-01-18 $123.29
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ICE

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 0.13%

FAQ About Gradient Investments LLC and ICE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gradient Investments LLC reported owning ICE?

Gradient Investments LLC reported ICE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ICE position in Gradient Investments LLC's portfolio?

The largest reported portfolio weight for ICE was 0.43% in 2023 Q4.

What is the latest reported ICE position on this page?

The most recent filing on this page is 2025 Q3, when Gradient Investments LLC reported 75,693 shares, equal to 0.21% of portfolio, with an estimated market value of $12.8M.

What does the chart on this ICE ownership page compare?

The chart compares Gradient Investments LLC's quarterly ICE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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