CA
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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
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 Sell
285
-201
-41% -$36.2K ﹤0.01% 707
2023
Q3 		$82.6K Buy
486
+134
+38% +$26.7K ﹤0.01% 783
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return