AWM
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Accredited Wealth Management’s Nice NICE Stock Holding History

Accredited 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
2025
Q3 		– Sell
-65
Closed -$9.75K – 269
2025
Q2 		$11K Sell
65
-160
-71% -$25.8K 0.01% 253
2025
Q1 		$34.7K Hold
225
– – 0.03% 146
2024
Q4 		$38.2K Buy
+225
New +$40.1K 0.03% 156

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's NICE Position: Q3 2025 in Review

Accredited Wealth Management sold out of Nice (NICE) in Q3 2025, closing a stake of 65 shares — an estimated $9.75K sold.

Accredited Wealth Management first reported a position in NICE in Q4 2024 and held it in 3 quarters. The position peaked at $38.2K in Q4 2024. 378 funds tracked by Wall St. Rank hold NICE as of Q3 2025.

  • Accredited Wealth Management reported no remaining Nice position as of Q3 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 65 Nice shares in Q3 2025, an estimated $9.75K.
  • Accredited Wealth Management first reported a position in Nice in Q4 2024 and held it in 3 quarters.
  • Accredited Wealth Management's Nice position peaked at $38.2K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held Nice as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.