Chemistry Wealth Management’s Nice NICE Stock Holding History

Chemistry 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	$718K	Buy	7,900 +1,332	+20%	+$129K	0.12%	108
2026 Q1	$724K	Buy	6,568 +3,078	+88%	+$351K	0.13%	98
2025 Q4	$395K	Sell	3,490 -183	-5%	-$22.1K	0.07%	134
2025 Q3	$532K	Buy	+3,673	New	+$551K	0.1%	113

Other funds holding NICE

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return