Destination Wealth Management

Position in ICE — Intercontinental Exchange, Inc.

CIK 1278573 WALNUT CREEK, CA

Position in ICE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,033,097

-$5,366,822 QoQ

Shares Held

170,848

+1.8% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#253

of 1,650 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $21,822,768 across 3 Financial Data & Stock Exchanges names. ICE ranks #1 (96.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc. This page	170,848	$21,033,097
2	CME	Cme Group Inc.	2,036	$449,609
3	SPGI	S&P Global Inc.	883	$340,062

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,033,097	170,848	+1.8%	Shares	Sole	2026-08-14
2026-03-31	$26,399,919	167,853	+1.4%	Shares	Sole	2026-05-15
2025-12-31	$26,803,246	165,493	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$27,824,303	165,149	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$30,336,581	165,349	-1.2%	Shares	Sole	2025-08-14
2025-03-31	$28,867,357	167,347	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$25,170,918	168,921	-2.3%	Shares	Sole	2025-02-07
2024-09-30	$27,763,089	172,828	-1.8%	Shares	Sole	2024-11-25
2024-06-30	$24,100,168	176,055	-1.5%	Shares	Sole	2024-07-25
2024-03-31	$24,552,831	178,657	+1.2%	Shares	Sole	2024-05-14
2023-12-31	$22,680,481	176,598	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$19,647,371	178,580	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$20,125,526	177,976	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$18,553,712	177,905	+7.7%	Shares	Sole	2023-05-05
2022-12-31	$16,941,815	165,141	-7.9%	Shares	Sole	2023-02-13
2022-09-30	$16,205,447	179,363	+9.8%	Shares	Sole	2022-11-14
2022-06-30	$15,367,264	163,412	-9.1%	Shares	Sole	2022-07-29
2022-03-31	$23,745,927	179,730	+1.1%	Shares	Sole	2022-05-12
2021-12-31	$24,326,185	177,862	+0.7%	Shares	Sole	2022-02-04
2021-09-30	$20,285,364	176,671	+14.0%	Shares	Sole	2021-10-25
2021-06-30	$18,393,039	154,954	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.