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Principia Wealth Advisory’s Nice NICE Stock Holding History

Principia Wealth Advisory’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 		– Sell
-11
Closed -$1.21K – 1085
2026
Q1 		$1.21K Buy
11
+7
+175% +$799 ﹤0.01% 649
2025
Q4 		$452 Hold
4
– – ﹤0.01% 833
2025
Q3 		$579 Buy
4
+2
+100% +$300 ﹤0.01% 768
2025
Q2 		$338 Buy
+2
New +$322 ﹤0.01% 825

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

Principia Wealth Advisory's NICE Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Nice (NICE) in Q2 2026, closing a stake of 11 shares — an estimated $1.21K sold.

Principia Wealth Advisory first reported a position in NICE in Q2 2025 and held it in 4 quarters. The position peaked at $1.21K in Q1 2026. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Principia Wealth Advisory reported no remaining Nice position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 11 Nice shares in Q2 2026, an estimated $1.21K.
  • Principia Wealth Advisory first reported a position in Nice in Q2 2025 and held it in 4 quarters.
  • Principia Wealth Advisory's Nice position peaked at $1.21K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.