HIA
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Harbor Investment Advisory’s Nice NICE Stock Holding History

Harbor Investment Advisory’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
Q3 		$2.23K Sell
20
-167
-89% -$17.1K ﹤0.01% 1282
2026
Q2 		$17K Sell
187
-1,205
-87% -$117K ﹤0.01% 975
2026
Q1 		$153K Sell
1,392
-1,143
-45% -$131K 0.01% 452
2025
Q4 		$287K Sell
2,535
-914
-27% -$110K 0.02% 356
2025
Q3 		$499K Buy
3,449
+399
+13% +$59.9K 0.04% 277
2025
Q2 		$515K Buy
3,050
+462
+18% +$74.4K 0.05% 259
2025
Q1 		$399K Buy
2,588
+614
+31% +$98.2K 0.04% 277
2024
Q4 		$335K Buy
1,974
+1,086
+122% +$194K 0.03% 286
2024
Q3 		$154K Buy
+888
New +$152K 0.02% 377
2024
Q2 		– Sell
-5
Closed -$1.3K – 1394
2024
Q1 		$1.3K Hold
5
– – ﹤0.01% 1195
2023
Q4 		$998 Hold
5
– – ﹤0.01% 1084
2023
Q3 		$850 Sell
5
-298
-98% -$59.3K ﹤0.01% 1101
2023
Q2 		$62.6K Sell
303
-28
-8% -$5.78K 0.01% 642
2023
Q1 		$75.8K Hold
331
– – 0.01% 580
2022
Q4 		$63.7K Buy
331
+25
+8% +$4.81K 0.01% 626
2022
Q3 		$58K Hold
306
– – 0.01% 644
2022
Q2 		$59K Sell
306
-25
-8% -$5.06K 0.01% 655
2022
Q1 		$72K Hold
331
– – 0.01% 635
2021
Q4 		$100K Buy
331
+30
+10% +$8.66K 0.01% 535
2021
Q3 		$85K Buy
301
+160
+113% +$44.4K 0.01% 572
2021
Q2 		$35K Hold
141
– – ﹤0.01% 797
2021
Q1 		$31K Hold
141
– – ﹤0.01% 790
2020
Q4 		$40K Hold
141
– – 0.01% 685
2020
Q3 		$32K Hold
141
– – 0.01% 621
2020
Q2 		$27K Hold
141
– – 0.01% 568
2020
Q1 		$20K Buy
+141
New +$22.8K 0.01% 579

Other funds holding NICE

KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
HCG
Haven Capital Group Westlake Village, California $131M AUM 23.95% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory's NICE Position: Q3 2026 in Review

Harbor Investment Advisory reduced its Nice (NICE) stake by 89% in Q3 2026, selling an estimated $17.1K and leaving 20 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Harbor Investment Advisory first reported a position in NICE in Q1 2020 and has held it in 26 quarters since. The position peaked at $515K in Q2 2025. 18 funds tracked by Wall St. Rank hold NICE as of Q3 2026.

  • Harbor Investment Advisory held 20 shares of Nice worth $2.23K as of Q3 2026.
  • Harbor Investment Advisory sold 167 Nice shares in Q3 2026, an estimated $17.1K.
  • Nice made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1282 holding.
  • Harbor Investment Advisory first reported a position in Nice in Q1 2020 and has held it in 26 quarters since.
  • Harbor Investment Advisory's Nice position peaked at $515K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Nice as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.