MSFP
NICE icon

Mark Sheptoff Financial Planning’s Nice NICE Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$6.25K Hold
50
– – ﹤0.01% 412
2025
Q4 		$5.65K Hold
50
– – ﹤0.01% 418
2025
Q3 		$7.24K Buy
50
+25
+100% +$3.75K ﹤0.01% 372
2025
Q2 		$4.22K Buy
+25
New +$4.03K ﹤0.01% 414
2015
Q4 		– Sell
-300
Closed -$17K – 415
2015
Q3 		$17K Sell
300
-1,050
-78% -$65.6K 0.01% 221
2015
Q2 		$86K Buy
1,350
+150
+13% +$9.47K 0.07% 149
2015
Q1 		$73K Buy
+1,200
New +$66.1K 0.06% 148

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's NICE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Nice (NICE) position steady in Q1 2026 at 50 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Mark Sheptoff Financial Planning first reported a position in NICE in Q1 2015 and has held it in 7 quarters since. The position peaked at $86K in Q2 2015. 345 funds tracked by Wall St. Rank hold NICE as of Q1 2026.

  • Mark Sheptoff Financial Planning held 50 shares of Nice worth $6.25K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Nice share count unchanged in Q1 2026.
  • Nice made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #412 holding.
  • Mark Sheptoff Financial Planning first reported a position in Nice in Q1 2015 and has held it in 7 quarters since.
  • Mark Sheptoff Financial Planning's Nice position peaked at $86K in Q2 2015.
  • 345 funds tracked by Wall St. Rank held Nice as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.