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Oak Family Advisors’s Nice NICE Stock Holding History

Oak Family Advisors’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
2025
Q4 		– Sell
-28,021
Closed -$4.06M – 120
2025
Q3 		$4.06M Buy
28,021
+7,125
+34% +$1.07M 1.01% 35
2025
Q2 		$3.53M Sell
20,896
-14,927
-42% -$2.4M 1.11% 33
2025
Q1 		$5.52M Sell
35,823
-1,849
-5% -$296K 1.86% 17
2024
Q4 		$6.4M Buy
37,672
+207
+0.6% +$36.9K 2.32% 13
2024
Q3 		$6.51M Buy
37,465
+17,102
+84% +$2.94M 2% 14
2024
Q2 		$3.5M Buy
20,363
+11,301
+125% +$2.33M 1.2% 30
2024
Q1 		$2.36M Buy
+9,062
New +$2.06M 0.91% 36

Other funds holding NICE

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Oak Family Advisors's NICE Position: Q4 2025 in Review

Oak Family Advisors sold out of Nice (NICE) in Q4 2025, closing a stake of 28,021 shares — an estimated $4.06M sold.

Oak Family Advisors first reported a position in NICE in Q1 2024 and held it in 7 quarters. The position peaked at $6.51M in Q3 2024. 362 funds tracked by Wall St. Rank hold NICE as of Q4 2025.

  • Oak Family Advisors reported no remaining Nice position as of Q4 2025 after selling out during the quarter.
  • Oak Family Advisors sold 28,021 Nice shares in Q4 2025, an estimated $4.06M.
  • Oak Family Advisors first reported a position in Nice in Q1 2024 and held it in 7 quarters.
  • Oak Family Advisors's Nice position peaked at $6.51M in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Nice as of Q4 2025.

Based on Oak Family Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.