CCWM
NICE icon

Cassaday & Co Wealth Management’s Nice NICE Stock Holding History

Cassaday & Co 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
-1
Closed -$111 – 1394
2026
Q1 		$111 Buy
+1
New +$114 ﹤0.01% 1322

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

Cassaday & Co Wealth Management's NICE Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Nice (NICE) in Q2 2026, closing a stake of 1 share — an estimated $111 sold.

Cassaday & Co Wealth Management first reported a position in NICE in Q1 2026 and held it in 1 quarter. The position peaked at $111 in Q1 2026. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Nice position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 1 Nice share in Q2 2026, an estimated $111.
  • Cassaday & Co Wealth Management first reported a position in Nice in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Nice position peaked at $111 in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.