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Pinnacle Wealth Planning Services’s Nice NICE Stock Holding History

Pinnacle Wealth Planning Services’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 		$48.5K Buy
440
+80
+22% +$9.13K 0.01% 1220
2025
Q4 		$40.7K Buy
+360
New +$43.5K ﹤0.01% 1347
2021
Q1 		– Sell
-240
Closed -$68K – 1381
2020
Q4 		$68K Buy
+240
New +$58.4K 0.02% 644

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 $16.6B 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 $62.3B 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

Pinnacle Wealth Planning Services's NICE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Nice (NICE) stake by 22% in Q1 2026, buying an estimated $9.13K and bringing the position to 440 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #1220.

Pinnacle Wealth Planning Services first reported a position in NICE in Q4 2020 and has held it in 3 quarters since. The position peaked at $68K in Q4 2020. 345 funds tracked by Wall St. Rank hold NICE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 440 shares of Nice worth $48.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 80 Nice shares in Q1 2026, an estimated $9.13K.
  • Nice made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1220 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nice in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Nice position peaked at $68K in Q4 2020.
  • 345 funds tracked by Wall St. Rank held Nice as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.