HFO
NICE icon

Heritage Family Offices’s Nice NICE Stock Holding History

Heritage Family Offices’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
2025
Q4 		– Sell
-3,698
Closed -$535K – 214
2025
Q3 		$535K Sell
3,698
-91
-2% -$13.7K 0.25% 88
2025
Q2 		$589K Hold
3,789
– – 0.3% 83
2025
Q1 		$584K Buy
+3,789
New +$606K 0.3% 83

Other funds holding NICE

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Heritage Family Offices's NICE Position: Q4 2025 in Review

Heritage Family Offices sold out of Nice (NICE) in Q4 2025, closing a stake of 3,698 shares — an estimated $535K sold.

Heritage Family Offices first reported a position in NICE in Q1 2025 and held it in 3 quarters. The position peaked at $589K in Q2 2025. 362 funds tracked by Wall St. Rank hold NICE as of Q4 2025.

  • Heritage Family Offices reported no remaining Nice position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 3,698 Nice shares in Q4 2025, an estimated $535K.
  • Heritage Family Offices first reported a position in Nice in Q1 2025 and held it in 3 quarters.
  • Heritage Family Offices's Nice position peaked at $589K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held Nice as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.