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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
Q2 		– Sell
-2,938
Closed -$324K – 388
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 $204B AUM 27.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Dynasty Wealth Management's NICE Position: Q2 2026 in Review

Dynasty Wealth Management sold out of Nice (NICE) in Q2 2026, closing a stake of 2,938 shares — an estimated $324K sold.

Dynasty Wealth Management first reported a position in NICE in Q1 2024 and held it in 7 quarters. The position peaked at $534K in Q4 2024. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Nice position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,938 Nice shares in Q2 2026, an estimated $324K.
  • Dynasty Wealth Management first reported a position in Nice in Q1 2024 and held it in 7 quarters.
  • Dynasty Wealth Management's Nice position peaked at $534K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.