Clearstead Advisors’s Nice NICE Stock Holding History

Clearstead 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	$33.6K	Buy	+370	New	+$35.9K	﹤0.01%	1618
2026 Q1	–	Sell	-138	Closed	-$15.6K	–	2650
2025 Q4	$15.6K	Buy	138 +38	+38%	+$4.59K	﹤0.01%	1781
2025 Q3	$14.5K	Hold	100	–	–	﹤0.01%	1783
2025 Q2	$16.9K	Sell	100 -4	-4%	-$644	﹤0.01%	1691
2025 Q1	$16K	Buy	104 +4	+4%	+$640	﹤0.01%	1482
2024 Q4	$17K	Buy	+100	New	+$17.8K	﹤0.01%	1435
2024 Q2	–	Sell	-330	Closed	-$74.4K	–	2054
2024 Q1	$74.4K	Buy	330 +45	+16%	+$10.2K	﹤0.01%	668
2023 Q4	$56.9K	Buy	285 +42	+17%	+$7.55K	﹤0.01%	707
2023 Q3	$41.3K	Sell	243 -109	-31%	-$21.7K	﹤0.01%	750
2023 Q2	$72.7K	Buy	352 +197	+127%	+$40.6K	﹤0.01%	647
2023 Q1	$35.5K	Buy	+155	New	+$32.5K	﹤0.01%	735

Other funds holding NICE

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

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

Clearstead Advisors's NICE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Nice (NICE) in Q2 2026: 370 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #1618 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NICE as recently as Q4 2025.

Clearstead Advisors first reported a position in NICE in Q1 2023 and has held it in 11 quarters since. The position peaked at $74.4K in Q1 2024. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

Clearstead Advisors held 370 shares of Nice worth $33.6K as of Q2 2026.
Nice was a new Clearstead Advisors position in Q2 2026.
Nice made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1618 holding.
Clearstead Advisors first reported a position in Nice in Q1 2023 and has held it in 11 quarters since.
Clearstead Advisors's Nice position peaked at $74.4K in Q1 2024.
320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.