EWA
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EverSource Wealth Advisors’s Nice NICE Stock Holding History

EverSource 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
Q2 		$23.1K Sell
254
-128
-34% -$12.4K ﹤0.01% 2329
2026
Q1 		$42.1K Buy
382
+168
+79% +$19.2K ﹤0.01% 2025
2025
Q4 		$24.2K Buy
214
+29
+16% +$3.5K ﹤0.01% 2261
2025
Q3 		$26.8K Buy
185
+30
+19% +$4.5K ﹤0.01% 2138
2025
Q2 		$26.2K Sell
155
-3
-2% -$483 ﹤0.01% 2086
2025
Q1 		$24.4K Buy
158
+33
+26% +$5.28K ﹤0.01% 1590
2024
Q4 		$21.2K Buy
125
+29
+30% +$5.17K ﹤0.01% 1591
2024
Q3 		$16.7K Sell
96
-152
-61% -$26.1K ﹤0.01% 1590
2024
Q2 		$44.9K Sell
248
-202
-45% -$41.6K ﹤0.01% 1140
2024
Q1 		$101K Buy
450
+51
+13% +$11.6K 0.01% 700
2023
Q4 		$79.6K Buy
399
+155
+64% +$27.9K 0.01% 727
2023
Q3 		$41.5K Sell
244
-52
-18% -$10.3K ﹤0.01% 887
2023
Q2 		$61.1K Buy
296
+227
+329% +$46.8K 0.01% 757
2023
Q1 		$15.8K Buy
69
+17
+33% +$3.57K ﹤0.01% 1175
2022
Q4 		$10K Sell
52
-373
-88% -$71.8K ﹤0.01% 1333
2022
Q3 		$79K Buy
425
+380
+844% +$79.4K 0.02% 504
2022
Q2 		$9K Sell
45
-10
-18% -$2.02K ﹤0.01% 1076
2022
Q1 		$12K Buy
55
+38
+224% +$9.21K ﹤0.01% 913
2021
Q4 		$6K Buy
+17
New +$4.91K ﹤0.01% 1191

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

EverSource Wealth Advisors's NICE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Nice (NICE) stake by 34% in Q2 2026, selling an estimated $12.4K and leaving 254 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

EverSource Wealth Advisors first reported a position in NICE in Q4 2021 and has held it in 19 quarters since. The position peaked at $101K in Q1 2024. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • EverSource Wealth Advisors held 254 shares of Nice worth $23.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 128 Nice shares in Q2 2026, an estimated $12.4K.
  • Nice made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2329 holding.
  • EverSource Wealth Advisors first reported a position in Nice in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Nice position peaked at $101K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.