ICE INTERCONTINENTALEXCHANGE INC

Ownership history in HOWE & RUSLING INC  ·  48 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported INTERCONTINENTALEXCHANGE INC (ICE) in 48 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.6% in 2025 Q1. The latest visible filing shows ICE at 1.44% 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 HOWE & RUSLING INC's position in INTERCONTINENTALEXCHANGE INC, 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 Q4

ICE was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 HOWE & RUSLING INC held ICE — position size vs. price
% of Fund (quarterly)    ICE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 134,592 +24,819 +22.6% 1.44% $21.8M 2026-02-14 (Est.) $151.79
2025 Q3 REDUCED 109,773 -391 -0.4% 1.27% $18.5M 2025-11-05 $145.31
2025 Q2 REDUCED 110,164 -440 -0.4% 1.49% $20.2M 2025-08-12 $181.10
2025 Q1 ADDED 110,604 +669 +0.6% 1.60% $19.1M 2025-06-17 $179.37
2024 Q4 ADDED 109,935 +3,002 +2.8% 1.41% $16.4M 2025-02-12 $164.16
2024 Q3 REDUCED 106,933 -9,489 -8.2% 1.48% $17.2M 2024-11-08 $153.72
2024 Q2 ADDED 116,422 +5,659 +5.1% 1.45% $15.9M 2024-08-14 $153.00
2024 Q1 ADDED 110,763 +650 +0.6% 1.46% $15.2M 2024-05-15 $134.67
2023 Q4 REDUCED 110,113 -841 -0.8% 1.50% $14.1M 2024-02-06 $122.99
2023 Q3 ADDED 110,954 +1,104 +1.0% 1.44% $12.2M 2023-11-09 $105.31
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HOWE & RUSLING INC and ICE

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

How long has HOWE & RUSLING INC reported owning ICE?

HOWE & RUSLING INC reported ICE across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ICE position in HOWE & RUSLING INC's portfolio?

The largest reported portfolio weight for ICE was 1.60% in 2025 Q1.

What is the latest reported ICE position on this page?

The most recent filing on this page is 2025 Q4, when HOWE & RUSLING INC reported 134,592 shares, equal to 1.44% of portfolio, with an estimated market value of $21.8M.

What does the chart on this ICE ownership page compare?

The chart compares HOWE & RUSLING INC'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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