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 Q2	$403K	Buy	4,431 +408	+10%	+$39.6K	﹤0.01%	925
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 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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

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

NewEdge Wealth's NICE Position: Q2 2026 in Review

NewEdge Wealth increased its Nice (NICE) stake by 10% in Q2 2026, buying an estimated $39.6K and bringing the position to 4,431 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

NewEdge Wealth first reported a position in NICE in Q4 2022 and has held it in 10 quarters since. The position peaked at $618K in Q2 2025. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

NewEdge Wealth held 4,431 shares of Nice worth $403K as of Q2 2026.
NewEdge Wealth bought 408 Nice shares in Q2 2026, an estimated $39.6K.
Nice made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #925 holding.
NewEdge Wealth first reported a position in Nice in Q4 2022 and has held it in 10 quarters since.
NewEdge Wealth's Nice position peaked at $618K in Q2 2025.
320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.