PWPS
NICE icon

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
Q2 		$4.27K Sell
47
-393
-89% -$38.1K ﹤0.01% 2330
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 $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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
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

Pinnacle Wealth Planning Services's NICE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nice (NICE) stake by 89% in Q2 2026, selling an estimated $38.1K and leaving 47 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Pinnacle Wealth Planning Services first reported a position in NICE in Q4 2020 and has held it in 4 quarters since. The position peaked at $68K in Q4 2020. 319 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 47 shares of Nice worth $4.27K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 393 Nice shares in Q2 2026, an estimated $38.1K.
  • Nice made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2330 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nice in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Nice position peaked at $68K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.