Cornerstone Planning Group
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
Q3 		– Sell
-138
Closed -$12.2K – 1148
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Kopion Asset Management
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Corecam Pte Ltd
Corecam Pte Ltd Singapore $240M AUM 15.96% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Haven Capital Group
Haven Capital Group Westlake Village, California $131M AUM 23.95% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Cornerstone Planning Group's NICE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Nice (NICE) in Q3 2026, closing a stake of 138 shares — an estimated $12.2K sold.

Cornerstone Planning Group first reported a position in NICE in Q4 2022 and held it in 14 quarters. The position peaked at $28.2K in Q3 2025. 56 funds tracked by Wall St. Rank hold NICE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Nice position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 138 Nice shares in Q3 2026, an estimated $12.2K.
  • Cornerstone Planning Group first reported a position in Nice in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Nice position peaked at $28.2K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Nice as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.