GWMI
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Guardian Wealth Management (Illinois)’s Nice NICE Stock Holding History

Guardian Wealth Management (Illinois)’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 		$2.19M Sell
24,054
-1,575
-6% -$153K 1.07% 35
2026
Q1 		$2.83M Buy
25,629
+16,525
+182% +$1.89M 1.54% 25
2025
Q4 		$1.03M Sell
9,104
-17,420
-66% -$2.1M 0.6% 45
2025
Q3 		$3.84M Buy
26,524
+8,256
+45% +$1.24M 2.27% 16
2025
Q2 		$3.09M Buy
18,268
+10,475
+134% +$1.69M 2.05% 16
2025
Q1 		$1.2M Buy
+7,793
New +$1.25M 0.8% 44

Other funds holding NICE

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
HCG
Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s NICE Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Nice (NICE) stake by 6.1% in Q2 2026, selling an estimated $153K and leaving 24,054 shares worth $2.19M. The position accounts for 1.07% of the portfolio, ranked #35.

Guardian Wealth Management (Illinois) first reported a position in NICE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.84M in Q3 2025. 58 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 24,054 shares of Nice worth $2.19M as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 1,575 Nice shares in Q2 2026, an estimated $153K.
  • Nice made up 1.07% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #35 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Nice in Q1 2025 and has held it in 6 quarters since.
  • Guardian Wealth Management (Illinois)'s Nice position peaked at $3.84M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.