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Cornerstone Planning Group’s Nice NICE Stock Holding History

Cornerstone Planning Group’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 		$12.2K Hold
138
– – ﹤0.01% 831
2026
Q1 		$17.3K Hold
138
– – ﹤0.01% 719
2025
Q4 		$15.3K Sell
138
-296
-68% -$35.8K ﹤0.01% 662
2025
Q3 		$28.2K Buy
434
+342
+372% +$51.3K ﹤0.01% 480
2025
Q2 		$14.1K Sell
92
-3
-3% -$483 ﹤0.01% 484
2025
Q1 		$14.4K Buy
95
+90
+1,800% +$14.4K ﹤0.01% 473
2024
Q4 		$853 Buy
5
+3
+150% +$535 ﹤0.01% 992
2024
Q3 		$360 Hold
2
– – ﹤0.01% 1152
2024
Q2 		$339 Sell
2
-2
-50% -$411 ﹤0.01% 1126
2024
Q1 		$886 Hold
4
– – ﹤0.01% 805
2023
Q4 		$798 Hold
4
– – ﹤0.01% 738
2023
Q3 		$680 Sell
4
-11
-73% -$2.19K ﹤0.01% 856
2023
Q2 		$3.1K Buy
+15
New +$3.09K ﹤0.01% 1048
2022
Q4 		$4.25K Buy
+21
New +$4.04K ﹤0.01% 958

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

Cornerstone Planning Group's NICE Position: Q2 2026 in Review

Cornerstone Planning Group held its Nice (NICE) position steady in Q2 2026 at 138 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Cornerstone Planning Group first reported a position in NICE in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.2K in Q3 2025. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Cornerstone Planning Group held 138 shares of Nice worth $12.2K as of Q2 2026.
  • Cornerstone Planning Group left its Nice share count unchanged in Q2 2026.
  • Nice made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #831 holding.
  • Cornerstone Planning Group first reported a position in Nice in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Nice position peaked at $28.2K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.