Physician Wealth Advisors’s Nice NICE Stock Holding History

Physician Wealth 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
2026 Q2	$16.8K	Buy	185 +6	+3%	+$582	﹤0.01%	722
2026 Q1	$19.7K	Buy	179 +9	+5%	+$1.03K	﹤0.01%	620
2025 Q4	$19.2K	Sell	170 -7	-4%	-$846	﹤0.01%	598
2025 Q3	$25.6K	Sell	177 -3	-2%	-$450	﹤0.01%	517
2025 Q2	$30.4K	Buy	180 +3	+2%	+$483	﹤0.01%	434
2025 Q1	$27.3K	Buy	177 +4	+2%	+$640	﹤0.01%	437
2024 Q4	$29.4K	Buy	+173	New	+$30.8K	0.01%	435

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

Physician Wealth Advisors's NICE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Nice (NICE) stake by 3.4% in Q2 2026, buying an estimated $582 and bringing the position to 185 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Physician Wealth Advisors first reported a position in NICE in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.4K in Q2 2025. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

Physician Wealth Advisors held 185 shares of Nice worth $16.8K as of Q2 2026.
Physician Wealth Advisors bought 6 Nice shares in Q2 2026, an estimated $582.
Nice made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #722 holding.
Physician Wealth Advisors first reported a position in Nice in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Nice position peaked at $30.4K in Q2 2025.
320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.