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Sequoia Financial Advisors’s Nice NICE Stock Holding History

Sequoia Financial 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 		$467K Sell
5,138
-517
-9% -$50.1K ﹤0.01% 1385
2026
Q1 		$624K Buy
5,655
+1,783
+46% +$204K ﹤0.01% 1140
2025
Q4 		$438K Buy
3,872
+1,528
+65% +$185K ﹤0.01% 1351
2025
Q3 		$339K Buy
2,344
+621
+36% +$93.2K ﹤0.01% 1333
2025
Q2 		$291K Buy
+1,723
New +$278K ﹤0.01% 1276
2025
Q1 		– Sell
-1,483
Closed -$252K – 1439
2024
Q4 		$252K Sell
1,483
-346
-19% -$61.7K ﹤0.01% 1104
2024
Q3 		$318K Buy
1,829
+627
+52% +$108K ﹤0.01% 937
2024
Q2 		$207K Sell
1,202
-5
-0.4% -$1.03K ﹤0.01% 1095
2024
Q1 		$315K Buy
1,207
+47
+4% +$10.7K ﹤0.01% 839
2023
Q4 		$231K Buy
+1,160
New +$209K ﹤0.01% 1037
2023
Q3 		– Sell
-1,393
Closed -$288K – 994
2023
Q2 		$288K Buy
1,393
+118
+9% +$24.3K ﹤0.01% 717
2023
Q1 		$292K Sell
1,275
-91
-7% -$19.1K 0.01% 637
2022
Q4 		$263K Buy
+1,366
New +$263K 0.01% 633

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

Sequoia Financial Advisors's NICE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Nice (NICE) stake by 9.1% in Q2 2026, selling an estimated $50.1K and leaving 5,138 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Sequoia Financial Advisors first reported a position in NICE in Q4 2022 and has held it in 13 quarters since. The position peaked at $624K in Q1 2026. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Sequoia Financial Advisors held 5,138 shares of Nice worth $467K as of Q2 2026.
  • Sequoia Financial Advisors sold 517 Nice shares in Q2 2026, an estimated $50.1K.
  • Nice made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1385 holding.
  • Sequoia Financial Advisors first reported a position in Nice in Q4 2022 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's Nice position peaked at $624K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.