Creative Planning
NICE icon

Creative Planning’s Nice NICE Stock Holding History

Creative Planning’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 		$4.98M Buy
45,197
+23,899
+112% +$2.73M ﹤0.01% 1205
2025
Q4 		$2.41M Buy
21,298
+11,175
+110% +$1.35M ﹤0.01% 1583
2025
Q3 		$1.47M Buy
10,123
+479
+5% +$71.9K ﹤0.01% 1784
2025
Q2 		$1.63M Buy
9,644
+2,577
+36% +$415K ﹤0.01% 1479
2025
Q1 		$1.09M Sell
7,067
-691
-9% -$111K ﹤0.01% 1653
2024
Q4 		$1.32M Buy
7,758
+150
+2% +$26.7K ﹤0.01% 1438
2024
Q3 		$1.32M Buy
7,608
+217
+3% +$37.3K ﹤0.01% 1315
2024
Q2 		$1.27M Buy
7,391
+666
+10% +$137K ﹤0.01% 1250
2024
Q1 		$1.75M Buy
6,725
+1,013
+18% +$230K ﹤0.01% 1022
2023
Q4 		$1.14M Sell
5,712
-198
-3% -$35.6K ﹤0.01% 1166
2023
Q3 		$1M Buy
5,910
+405
+7% +$80.6K ﹤0.01% 1156
2023
Q2 		$1.14M Buy
5,505
+6
+0.1% +$1.24K ﹤0.01% 1072
2023
Q1 		$1.26M Buy
5,499
+604
+12% +$127K ﹤0.01% 965
2022
Q4 		$941K Buy
4,895
+739
+18% +$142K ﹤0.01% 1062
2022
Q3 		$782K Buy
4,156
+756
+22% +$158K ﹤0.01% 1074
2022
Q2 		$654K Buy
3,400
+288
+9% +$58.3K ﹤0.01% 1167
2022
Q1 		$681K Sell
3,112
-240
-7% -$58.2K ﹤0.01% 1171
2021
Q4 		$1.02M Buy
3,352
+652
+24% +$188K ﹤0.01% 953
2021
Q3 		$767K Buy
2,700
+419
+18% +$116K ﹤0.01% 1075
2021
Q2 		$564K Sell
2,281
-1,208
-35% -$278K ﹤0.01% 1207
2021
Q1 		$760K Sell
3,489
-867
-20% -$217K ﹤0.01% 1190
2020
Q4 		$1.24M Sell
4,356
-138
-3% -$33.6K ﹤0.01% 858
2020
Q3 		$1.02M Buy
4,494
+475
+12% +$101K ﹤0.01% 796
2020
Q2 		$761K Sell
4,019
-284
-7% -$49.8K ﹤0.01% 846
2020
Q1 		$618K Buy
4,303
+396
+10% +$63.9K ﹤0.01% 845
2019
Q4 		$606K Sell
3,907
-338
-8% -$51.6K ﹤0.01% 1007
2019
Q3 		$610K Buy
4,245
+440
+12% +$65.7K ﹤0.01% 963
2019
Q2 		$521K Buy
3,805
+47
+1% +$6.34K ﹤0.01% 1053
2019
Q1 		$460K Sell
3,758
-480
-11% -$54.1K ﹤0.01% 1082
2018
Q4 		$459K Buy
4,238
+2,040
+93% +$223K ﹤0.01% 1007
2018
Q3 		$252K Buy
2,198
+12
+0.5% +$1.34K ﹤0.01% 1523
2018
Q2 		$227K Hold
2,186
– – ﹤0.01% 1556
2018
Q1 		$205K Buy
+2,186
New +$204K ﹤0.01% 1598
2017
Q3 		– Sell
-2,543
Closed -$200K – 3067
2017
Q2 		$200K Sell
2,543
-519
-17% -$38.4K ﹤0.01% 1520
2017
Q1 		$208K Sell
3,062
-68
-2% -$4.67K ﹤0.01% 1464
2016
Q4 		$215K Buy
3,130
+708
+29% +$47.3K ﹤0.01% 1381
2016
Q3 		$162K Buy
2,422
+601
+33% +$40K ﹤0.01% 1529
2016
Q2 		$116K Sell
1,821
-115
-6% -$7.3K ﹤0.01% 1573
2016
Q1 		$125K Buy
1,936
+216
+13% +$12.9K ﹤0.01% 1497
2015
Q4 		$99K Buy
1,720
+441
+34% +$26.3K ﹤0.01% 1634
2015
Q3 		$72K Buy
+1,279
New +$79.9K ﹤0.01% 1791
2015
Q2 		– Sell
-1,451
Closed -$88K – 2345
2015
Q1 		$88K Buy
1,451
+334
+30% +$18.4K ﹤0.01% 1640
2014
Q4 		$57K Buy
1,117
+251
+29% +$11.3K ﹤0.01% 1918
2014
Q3 		$35K Sell
866
-15
-2% -$597 ﹤0.01% 2163
2014
Q2 		$36K Buy
881
+17
+2% +$703 ﹤0.01% 2105
2014
Q1 		$39K Buy
864
+1
+0.1% +$40 ﹤0.01% 1965
2013
Q4 		$35K Buy
863
+1
+0.1% +$40 ﹤0.01% 1833
2013
Q3 		$36K Buy
862
+1
+0.1% +$39 ﹤0.01% 1721
2013
Q2 		$32K Buy
+861
New +$31.1K ﹤0.01% 1644

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 $16.6B 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 $62.3B 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

Creative Planning's NICE Position: Q1 2026 in Review

Creative Planning increased its Nice (NICE) stake by 112% in Q1 2026, buying an estimated $2.73M and bringing the position to 45,197 shares worth $4.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Creative Planning first reported a position in NICE in Q2 2013 and has held it in 49 quarters since. 345 funds tracked by Wall St. Rank hold NICE as of Q1 2026.

  • Creative Planning held 45,197 shares of Nice worth $4.98M as of Q1 2026.
  • Creative Planning bought 23,899 Nice shares in Q1 2026, an estimated $2.73M.
  • Nice made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1205 holding.
  • Creative Planning first reported a position in Nice in Q2 2013 and has held it in 49 quarters since.
  • 345 funds tracked by Wall St. Rank held Nice as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.