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Strategic Wealth Partners’s Nice NICE Stock Holding History

Strategic Wealth Partners’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 		– Sell
-100
Closed -$11.3K – 1534
2025
Q4 		$11.3K Sell
100
-57
-36% -$6.89K ﹤0.01% 856
2025
Q3 		$22.7K Buy
157
+57
+57% +$8.55K ﹤0.01% 702
2025
Q2 		$16.9K Buy
+100
New +$16.1K ﹤0.01% 687
2019
Q4 		– Sell
-100
Closed -$14 – 372
2019
Q3 		$14 Hold
100
– – ﹤0.01% 469
2019
Q2 		$13K Hold
100
– – 0.01% 458
2019
Q1 		$12K Buy
+100
New +$11.3K 0.01% 467

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