CPG
NICE icon

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
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 $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