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 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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Marks Group Wealth Management's NICE Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Nice (NICE) stake by 0.87% in Q1 2026, selling an estimated $2.4K and leaving 2,403 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #307.

Marks Group Wealth Management first reported a position in NICE in Q4 2021 and has held it in 12 quarters since. The position peaked at $429K in Q4 2021. 345 funds tracked by Wall St. Rank hold NICE as of Q1 2026.

Marks Group Wealth Management held 2,403 shares of Nice worth $265K as of Q1 2026.
Marks Group Wealth Management sold 21 Nice shares in Q1 2026, an estimated $2.4K.
Nice made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #307 holding.
Marks Group Wealth Management first reported a position in Nice in Q4 2021 and has held it in 12 quarters since.
Marks Group Wealth Management's Nice position peaked at $429K in Q4 2021.
345 funds tracked by Wall St. Rank held Nice as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.