Charles Schwab
NICE icon

Charles Schwab’s Nice NICE Stock Holding History

Charles Schwab’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 		$3.64M Sell
40,060
-1,225
-3% -$119K ﹤0.01% 2597
2026
Q1 		$4.55M Buy
41,285
+32,046
+347% +$3.66M ﹤0.01% 2446
2025
Q4 		$1.04M Sell
9,239
-1,152
-11% -$139K ﹤0.01% 2910
2025
Q3 		$1.5M Buy
10,391
+802
+8% +$120K ﹤0.01% 2828
2025
Q2 		$1.62M Buy
9,589
+4,405
+85% +$709K ﹤0.01% 2736
2025
Q1 		$799K Buy
5,184
+16
+0.3% +$2.56K ﹤0.01% 2916
2024
Q4 		$878K Buy
5,168
+1,145
+28% +$204K ﹤0.01% 2959
2024
Q3 		$699K Buy
4,023
+1,034
+35% +$178K ﹤0.01% 3035
2024
Q2 		$514K Sell
2,989
-42
-1% -$8.64K ﹤0.01% 3188
2024
Q1 		$790K Buy
3,031
+903
+42% +$205K ﹤0.01% 2863
2023
Q4 		$425K Buy
+2,128
New +$383K ﹤0.01% 3136
2023
Q3 		– Sell
-1,161
Closed -$240K – 3607
2023
Q2 		$240K Buy
+1,161
New +$239K ﹤0.01% 3282

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

Charles Schwab's NICE Position: Q2 2026 in Review

Charles Schwab reduced its Nice (NICE) stake by 3% in Q2 2026, selling an estimated $119K and leaving 40,060 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Charles Schwab first reported a position in NICE in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.55M in Q1 2026. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Charles Schwab held 40,060 shares of Nice worth $3.64M as of Q2 2026.
  • Charles Schwab sold 1,225 Nice shares in Q2 2026, an estimated $119K.
  • Nice made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2597 holding.
  • Charles Schwab first reported a position in Nice in Q2 2023 and has held it in 12 quarters since.
  • Charles Schwab's Nice position peaked at $4.55M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.