CAPTRUST Financial Advisors
NICE icon

CAPTRUST Financial Advisors’s Nice NICE Stock Holding History

CAPTRUST Financial 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
Q2 		$873K Sell
9,612
-4,621
-32% -$448K ﹤0.01% 1822
2026
Q1 		$1.57M Sell
14,233
-6,318
-31% -$721K ﹤0.01% 1334
2025
Q4 		$2.32M Buy
20,551
+12,918
+169% +$1.56M ﹤0.01% 1027
2025
Q3 		$1.11M Buy
7,633
+3,872
+103% +$581K ﹤0.01% 1367
2025
Q2 		$635K Buy
3,761
+1,795
+91% +$289K ﹤0.01% 1593
2025
Q1 		$303K Buy
+1,966
New +$315K ﹤0.01% 1933
2024
Q4 		– Sell
-1,416
Closed -$246K – 2366
2024
Q3 		$246K Sell
1,416
-818
-37% -$140K ﹤0.01% 2011
2024
Q2 		$384K Buy
2,234
+655
+41% +$135K ﹤0.01% 1652
2024
Q1 		$411K Sell
1,579
-1,738
-52% -$394K ﹤0.01% 1592
2023
Q4 		$662K Sell
3,317
-205
-6% -$36.9K ﹤0.01% 1530
2023
Q3 		$599K Buy
3,522
+454
+15% +$90.3K ﹤0.01% 1532
2023
Q2 		$634K Buy
3,068
+920
+43% +$190K ﹤0.01% 1489
2023
Q1 		$492K Sell
2,148
-179
-8% -$37.6K ﹤0.01% 1418
2022
Q4 		$447K Buy
2,327
+4
+0.2% +$770 ﹤0.01% 1395
2022
Q3 		$437K Buy
2,323
+630
+37% +$132K ﹤0.01% 1311
2022
Q2 		$326K Sell
1,693
-212
-11% -$42.9K ﹤0.01% 1374
2022
Q1 		$417K Buy
1,905
+197
+12% +$47.7K ﹤0.01% 1233
2021
Q4 		$519K Sell
1,708
-163
-9% -$47.1K ﹤0.01% 1103
2021
Q3 		$531K Buy
1,871
+496
+36% +$138K ﹤0.01% 1002
2021
Q2 		$340K Sell
1,375
-20
-1% -$4.61K ﹤0.01% 1193
2021
Q1 		$304K Buy
1,395
+293
+27% +$73.3K ﹤0.01% 1218
2020
Q4 		$312K Sell
1,102
-121
-10% -$29.4K ﹤0.01% 1013
2020
Q3 		$282K Sell
1,223
-113
-8% -$24K ﹤0.01% 902
2020
Q2 		$251K Hold
1,336
– – ﹤0.01% 936
2020
Q1 		$188K Sell
1,336
-52
-4% -$8.39K ﹤0.01% 882
2019
Q4 		$220K Buy
+1,388
New +$212K ﹤0.01% 948

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

CAPTRUST Financial Advisors's NICE Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Nice (NICE) stake by 32% in Q2 2026, selling an estimated $448K and leaving 9,612 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

CAPTRUST Financial Advisors first reported a position in NICE in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.32M in Q4 2025. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • CAPTRUST Financial Advisors held 9,612 shares of Nice worth $873K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 4,621 Nice shares in Q2 2026, an estimated $448K.
  • Nice made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1822 holding.
  • CAPTRUST Financial Advisors first reported a position in Nice in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Nice position peaked at $2.32M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.