SWM
NICE icon

Spire Wealth Management’s Nice NICE Stock Holding History

Spire 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
Q1 		$50.3K Sell
456
-170
-27% -$19.4K ﹤0.01% 1169
2025
Q4 		$70.8K Sell
626
-287
-31% -$34.7K ﹤0.01% 1081
2025
Q3 		$132K Buy
913
+184
+25% +$27.6K ﹤0.01% 907
2025
Q2 		$123K Sell
729
-22
-3% -$3.54K ﹤0.01% 905
2025
Q1 		$116K Buy
751
+259
+53% +$41.4K ﹤0.01% 985
2024
Q4 		$83.6K Hold
492
– – ﹤0.01% 1098
2024
Q3 		$85.4K Hold
492
– – ﹤0.01% 958
2024
Q2 		$84.6K Sell
492
-236
-32% -$48.6K ﹤0.01% 949
2024
Q1 		$190K Hold
728
– – ﹤0.01% 777
2023
Q4 		$154K Buy
728
+51
+8% +$9.17K 0.01% 837
2023
Q3 		$115K Buy
677
+27
+4% +$5.37K ﹤0.01% 907
2023
Q2 		$134K Hold
650
– – 0.01% 870
2023
Q1 		$149K Buy
650
+236
+57% +$49.6K 0.01% 820
2022
Q4 		$80K Sell
414
-2
-0.5% -$385 ﹤0.01% 820
2022
Q3 		$78K Sell
416
-236
-36% -$49.3K ﹤0.01% 792
2022
Q2 		$125K Sell
652
-236
-27% -$47.8K 0.01% 952
2022
Q1 		$194K Sell
888
-25
-3% -$6.06K 0.01% 914
2021
Q4 		$277K Buy
913
+27
+3% +$7.79K 0.01% 944
2021
Q3 		$252K Hold
886
– – 0.01% 833
2021
Q2 		$219K Sell
886
-87
-9% -$20K 0.01% 911
2021
Q1 		$212K Buy
+973
New +$244K 0.01% 1040

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return