EP Wealth Advisors’s Nice NICE Stock Holding History

EP Wealth Advisors’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	–	Sell	-3,317	Closed	-$375K	–	1560
2025 Q4	$375K	Buy	+3,317	New	+$401K	﹤0.01%	1014

Other funds holding NICE

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

EP Wealth Advisors's NICE Position: Q1 2026 in Review

EP Wealth Advisors sold out of Nice (NICE) in Q1 2026, closing a stake of 3,317 shares — an estimated $375K sold.

EP Wealth Advisors first reported a position in NICE in Q4 2025 and held it in 1 quarter. The position peaked at $375K in Q4 2025. 347 funds tracked by Wall St. Rank hold NICE as of Q1 2026.

EP Wealth Advisors reported no remaining Nice position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 3,317 Nice shares in Q1 2026, an estimated $375K.
EP Wealth Advisors first reported a position in Nice in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's Nice position peaked at $375K in Q4 2025.
347 funds tracked by Wall St. Rank held Nice as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.