Abound Wealth Management’s Nice NICE Stock Holding History

Abound Wealth Management’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$221	–	1507
2026 Q1	$221	Buy	2 +1	+100%	+$114	﹤0.01%	1208
2025 Q4	$114	Hold	1	–	–	﹤0.01%	1365
2025 Q3	$145	Hold	1	–	–	﹤0.01%	1237
2025 Q2	$169	Hold	1	–	–	﹤0.01%	1107
2025 Q1	$155	Sell	1 -1	-50%	-$160	﹤0.01%	1082
2024 Q4	$340	Sell	2 -13	-87%	-$2.32K	﹤0.01%	859
2024 Q3	$2.61K	Buy	15 +13	+650%	+$2.23K	﹤0.01%	669
2024 Q2	$344	Hold	2	–	–	﹤0.01%	932
2024 Q1	$522	Hold	2	–	–	﹤0.01%	883
2023 Q4	$400	Sell	2 -1	-33%	-$180	﹤0.01%	1019
2023 Q3	$510	Sell	3 -8	-73%	-$1.59K	﹤0.01%	804
2023 Q2	$2.27K	Buy	+11	New	+$2.27K	﹤0.01%	628

Other funds holding NICE

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return