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Montag & Associates’s Nice NICE Stock Holding History

Montag & Associates’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 		$9.23K Buy
84
+19
+29% +$2.17K ﹤0.01% 759
2025
Q4 		$7.38K Buy
65
+61
+1,525% +$7.37K ﹤0.01% 793
2025
Q3 		$580 Buy
+4
New +$600 ﹤0.01% 1072

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

Montag & Associates's NICE Position: Q1 2026 in Review

Montag & Associates increased its Nice (NICE) stake by 29% in Q1 2026, buying an estimated $2.17K and bringing the position to 84 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Montag & Associates first reported a position in NICE in Q3 2025 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold NICE as of Q1 2026.

  • Montag & Associates held 84 shares of Nice worth $9.23K as of Q1 2026.
  • Montag & Associates bought 19 Nice shares in Q1 2026, an estimated $2.17K.
  • Nice made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #759 holding.
  • Montag & Associates first reported a position in Nice in Q3 2025 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held Nice as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.