DWM
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Dynasty Wealth Management’s Nice NICE Stock Holding History

Dynasty 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
2026
Q1 		$324K Buy
+2,938
New +$335K ﹤0.01% 282
2025
Q3 		– Sell
-2,648
Closed -$447K – 339
2025
Q2 		$447K Sell
2,648
-253
-9% -$40.7K 0.01% 190
2025
Q1 		$447K Sell
2,901
-242
-8% -$38.7K 0.01% 205
2024
Q4 		$534K Buy
3,143
+594
+23% +$106K 0.01% 199
2024
Q3 		$443K Buy
2,549
+488
+24% +$83.8K 0.01% 181
2024
Q2 		$354K Buy
2,061
+500
+32% +$103K 0.01% 203
2024
Q1 		$407K Buy
+1,561
New +$354K 0.01% 202

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