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Plan A Wealth’s Nice NICE Stock Holding History

Plan A 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 		$209K Buy
2,299
+286
+14% +$27.7K 0.09% 178
2026
Q1 		$222K Buy
+2,013
New +$230K 0.11% 150

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

Plan A Wealth's NICE Position: Q2 2026 in Review

Plan A Wealth increased its Nice (NICE) stake by 14% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,299 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #178.

Plan A Wealth first reported a position in NICE in Q1 2026 and has held it in 2 quarters since. The position peaked at $222K in Q1 2026. 319 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Plan A Wealth held 2,299 shares of Nice worth $209K as of Q2 2026.
  • Plan A Wealth bought 286 Nice shares in Q2 2026, an estimated $27.7K.
  • Nice made up 0.09% of Plan A Wealth's portfolio in Q2 2026, its #178 holding.
  • Plan A Wealth first reported a position in Nice in Q1 2026 and has held it in 2 quarters since.
  • Plan A Wealth's Nice position peaked at $222K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.