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SHP Wealth Management’s Nice NICE Stock Holding History

SHP Wealth Management’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 		$9.09K Sell
100
-7
-7% -$679 ﹤0.01% 1009
2026
Q1 		$11.8K Buy
107
+6
+6% +$685 ﹤0.01% 855
2025
Q4 		$11.4K Buy
+101
New +$12.2K ﹤0.01% 803

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHP Wealth Management's NICE Position: Q2 2026 in Review

SHP Wealth Management reduced its Nice (NICE) stake by 6.5% in Q2 2026, selling an estimated $679 and leaving 100 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

SHP Wealth Management first reported a position in NICE in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8K in Q1 2026. 167 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • SHP Wealth Management held 100 shares of Nice worth $9.09K as of Q2 2026.
  • SHP Wealth Management sold 7 Nice shares in Q2 2026, an estimated $679.
  • Nice made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1009 holding.
  • SHP Wealth Management first reported a position in Nice in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Nice position peaked at $11.8K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.