Bell Investment Advisors’s Nice NICE Stock Holding History

Bell Investment Advisors’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 Q1	$1.54K	Buy	14 +9	+180%	+$1.03K	﹤0.01%	1414
2025 Q4	$566	Buy	+5	New	+$604	﹤0.01%	1694
2025 Q3	–	Sell	-10	Closed	-$1.69K	–	1940
2025 Q2	$1.69K	Sell	10 -6	-38%	-$966	﹤0.01%	1414
2025 Q1	$2.47K	Hold	16	–	–	﹤0.01%	1228
2024 Q4	$2.72K	Buy	16 +11	+220%	+$1.96K	﹤0.01%	1211
2024 Q3	$869	Sell	5 -3	-38%	-$515	﹤0.01%	1635
2024 Q2	$1.38K	Sell	8 -5	-38%	-$1.03K	﹤0.01%	1504
2024 Q1	$3.39K	Buy	13 +5	+63%	+$1.13K	﹤0.01%	1115
2023 Q4	$1.6K	Buy	8 +7	+700%	+$1.26K	﹤0.01%	1427
2023 Q3	$170	Sell	1 -1	-50%	-$199	﹤0.01%	1906
2023 Q2	$413	Sell	2 -3	-60%	-$619	﹤0.01%	1887
2023 Q1	$1.15K	Sell	5 -9	-64%	-$1.89K	﹤0.01%	1501
2022 Q4	$2.69K	Buy	14 +3	+27%	+$578	﹤0.01%	1126
2022 Q3	$2K	Sell	11 -4	-27%	-$835	﹤0.01%	1164
2022 Q2	$3K	Buy	+15	New	+$3.04K	﹤0.01%	982
2021 Q4	$5K	Sell	17 -17	-50%	-$4.91K	﹤0.01%	781
2021 Q3	$10K	Buy	+34	New	+$9.43K	﹤0.01%	461

Other funds holding NICE

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return