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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
Q2 		$8.97K Buy
99
+15
+18% +$1.46K ﹤0.01% 770
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 $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

Montag & Associates's NICE Position: Q2 2026 in Review

Montag & Associates increased its Nice (NICE) stake by 18% in Q2 2026, buying an estimated $1.46K and bringing the position to 99 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Montag & Associates first reported a position in NICE in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.23K in Q1 2026. 319 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Montag & Associates held 99 shares of Nice worth $8.97K as of Q2 2026.
  • Montag & Associates bought 15 Nice shares in Q2 2026, an estimated $1.46K.
  • Nice made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #770 holding.
  • Montag & Associates first reported a position in Nice in Q3 2025 and has held it in 4 quarters since.
  • Montag & Associates's Nice position peaked at $9.23K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.