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Marks Group Wealth Management’s Nice NICE Stock Holding History

Marks Group Wealth 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
Q2 		– Sell
-2,403
Closed -$265K – 362
2026
Q1 		$265K Sell
2,403
-21
-0.9% -$2.4K 0.03% 307
2025
Q4 		$274K Buy
+2,424
New +$293K 0.03% 297
2024
Q2 		– Sell
-1,597
Closed -$416K – 299
2024
Q1 		$416K Sell
1,597
-32
-2% -$7.26K 0.04% 235
2023
Q4 		$325K Buy
1,629
+30
+2% +$5.4K 0.04% 247
2023
Q3 		$272K Buy
1,599
+5
+0.3% +$995 0.03% 248
2023
Q2 		$329K Buy
1,594
+157
+11% +$32.4K 0.04% 241
2023
Q1 		$329K Buy
1,437
+14
+1% +$2.94K 0.04% 244
2022
Q4 		$274K Sell
1,423
-101
-7% -$19.4K 0.04% 249
2022
Q3 		$287K Sell
1,524
-141
-8% -$29.4K 0.04% 241
2022
Q2 		$321K Sell
1,665
-30
-2% -$6.07K 0.05% 243
2022
Q1 		$371K Buy
1,695
+379
+29% +$91.9K 0.05% 256
2021
Q4 		$429K Buy
+1,316
New +$380K 0.05% 246

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Marks Group Wealth Management's NICE Position: Q2 2026 in Review

Marks Group Wealth Management sold out of Nice (NICE) in Q2 2026, closing a stake of 2,403 shares — an estimated $265K sold.

Marks Group Wealth Management first reported a position in NICE in Q4 2021 and held it in 12 quarters. The position peaked at $429K in Q4 2021. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Marks Group Wealth Management reported no remaining Nice position as of Q2 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 2,403 Nice shares in Q2 2026, an estimated $265K.
  • Marks Group Wealth Management first reported a position in Nice in Q4 2021 and held it in 12 quarters.
  • Marks Group Wealth Management's Nice position peaked at $429K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.