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Legacy Wealth Asset Management’s Nice NICE Stock Holding History

Legacy Wealth Asset Management’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 		$1.18M Buy
10,568
+6,772
+178% +$692K 0.26% 115
2026
Q2 		$345K Buy
3,796
+89
+2% +$8.63K 0.08% 306
2026
Q1 		$409K Buy
3,707
+1,223
+49% +$140K 0.1% 287
2025
Q4 		$281K Sell
2,484
-345
-12% -$41.7K 0.07% 322
2025
Q3 		$410K Buy
2,829
+101
+4% +$15.2K 0.1% 285
2025
Q2 		$461K Buy
2,728
+101
+4% +$16.3K 0.12% 263
2025
Q1 		$405K Buy
2,627
+83
+3% +$13.3K 0.11% 262
2024
Q4 		$432K Buy
2,544
+14
+0.6% +$2.5K 0.12% 257
2024
Q3 		$439K Buy
2,530
+108
+4% +$18.5K 0.12% 262
2024
Q2 		$417K Buy
2,422
+143
+6% +$29.4K 0.12% 262
2024
Q1 		$594K Buy
2,279
+7
+0.3% +$1.59K 0.17% 196
2023
Q4 		$453K Sell
2,272
-160
-7% -$28.8K 0.15% 237
2023
Q3 		$413K Buy
2,432
+72
+3% +$14.3K 0.15% 237
2023
Q2 		$487K Buy
2,360
+21
+0.9% +$4.33K 0.17% 204
2023
Q1 		$535K Sell
2,339
-61
-3% -$12.8K 0.19% 179
2022
Q4 		$462K Buy
2,400
+99
+4% +$19.1K 0.18% 199
2022
Q3 		$433K Buy
+2,301
New +$481K 0.19% 187

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
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Legacy Wealth Asset Management's NICE Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Nice (NICE) stake by 178% in Q3 2026, buying an estimated $692K and bringing the position to 10,568 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #115.

Legacy Wealth Asset Management first reported a position in NICE in Q3 2022 and has held it in 17 quarters since. 17 funds tracked by Wall St. Rank hold NICE as of Q3 2026.

  • Legacy Wealth Asset Management held 10,568 shares of Nice worth $1.18M as of Q3 2026.
  • Legacy Wealth Asset Management bought 6,772 Nice shares in Q3 2026, an estimated $692K.
  • Nice made up 0.26% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #115 holding.
  • Legacy Wealth Asset Management first reported a position in Nice in Q3 2022 and has held it in 17 quarters since.
  • 17 funds tracked by Wall St. Rank held Nice as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.