Corient Private Wealth
NICE icon

Corient Private Wealth’s Nice NICE Stock Holding History

Corient Private Wealth’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 		$670K Sell
6,702
-16,870
-72% -$1.93M ﹤0.01% 1872
2025
Q4 		$2.64M Buy
23,572
+13,384
+131% +$1.62M ﹤0.01% 1375
2025
Q3 		$1.48M Buy
10,188
+3,961
+64% +$594K ﹤0.01% 1225
2025
Q2 		$1.05M Buy
6,227
+1,377
+28% +$222K ﹤0.01% 1340
2025
Q1 		$748K Sell
4,850
-2,753
-36% -$440K ﹤0.01% 1409
2024
Q4 		$1.29M Sell
7,603
-24
-0.3% -$4.28K ﹤0.01% 1197
2024
Q3 		$1.32M Buy
7,627
+1,484
+24% +$255K ﹤0.01% 1273
2024
Q2 		$1.06M Buy
6,143
+779
+15% +$160K ﹤0.01% 1299
2024
Q1 		$1.4M Buy
5,364
+47
+0.9% +$10.7K ﹤0.01% 1190
2023
Q4 		$1.06M Buy
5,317
+2,566
+93% +$462K ﹤0.01% 1268
2023
Q3 		$468K Buy
2,751
+659
+32% +$131K ﹤0.01% 1531
2023
Q2 		$432K Sell
2,092
-1,227
-37% -$253K ﹤0.01% 1523
2023
Q1 		$760K Buy
3,319
+1,112
+50% +$234K ﹤0.01% 1197
2022
Q4 		$424K Buy
+2,207
New +$425K ﹤0.01% 1199

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