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Destination Wealth Management’s Nice NICE Stock Holding History

Destination Wealth Management’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
2025
Q2 		– Sell
-1,781
Closed -$275K – 277
2025
Q1 		$275K Hold
1,781
– – 0.01% 211
2024
Q4 		$302K Hold
1,781
– – 0.01% 199
2024
Q3 		$309K Buy
+1,781
New +$306K 0.01% 191
2019
Q3 		– Sell
-93
Closed -$13K – 375
2019
Q2 		$13K Hold
93
– – ﹤0.01% 417
2019
Q1 		$11K Buy
+93
New +$10.5K ﹤0.01% 456
2018
Q4 		– Sell
-19
Closed -$2K – 651
2018
Q3 		$2K Buy
+19
New +$2.13K ﹤0.01% 587
2018
Q2 		– Sell
-381
Closed -$36K – 604
2018
Q1 		$36K Buy
+381
New +$35.5K ﹤0.01% 289

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Destination Wealth Management's NICE Position: Q2 2025 in Review

Destination Wealth Management sold out of Nice (NICE) in Q2 2025, closing a stake of 1,781 shares — an estimated $275K sold.

Destination Wealth Management first reported a position in NICE in Q1 2018 and held it in 7 quarters. The position peaked at $309K in Q3 2024. 368 funds tracked by Wall St. Rank hold NICE as of Q2 2025.

  • Destination Wealth Management reported no remaining Nice position as of Q2 2025 after selling out during the quarter.
  • Destination Wealth Management sold 1,781 Nice shares in Q2 2025, an estimated $275K.
  • Destination Wealth Management first reported a position in Nice in Q1 2018 and held it in 7 quarters.
  • Destination Wealth Management's Nice position peaked at $309K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Nice as of Q2 2025.

Based on Destination Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.