NW
NICE icon

NewEdge Wealth’s Nice NICE Stock Holding History

NewEdge Wealth’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 		$444K Buy
4,023
+533
+15% +$60.9K 0.01% 849
2025
Q4 		$395K Buy
3,490
+1,556
+80% +$188K ﹤0.01% 925
2025
Q3 		$250K Sell
1,934
-2,227
-54% -$334K ﹤0.01% 928
2025
Q2 		$618K Buy
+4,161
New +$670K 0.01% 643
2024
Q2 		– Sell
-1,139
Closed -$250K – 805
2024
Q1 		$250K Buy
1,139
+5
+0.4% +$1.13K 0.01% 705
2023
Q4 		$226K Buy
+1,134
New +$204K 0.01% 682
2023
Q3 		– Sell
-2,024
Closed -$418K – 662
2023
Q2 		$418K Buy
2,024
+19
+0.9% +$3.92K 0.01% 476
2023
Q1 		$459K Buy
2,005
+937
+88% +$197K 0.02% 425
2022
Q4 		$205K Buy
+1,068
New +$206K 0.01% 514

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 $16.5B 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 $61.3B 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