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Summit Trail Advisors’s Nice NICE Stock Holding History

Summit Trail 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 		– Sell
-1,991
Closed -$220K – 1505
2026
Q1 		$220K Buy
+1,991
New +$227K ﹤0.01% 1359
2018
Q1 		– Sell
-453
Closed -$42K – 1242
2017
Q4 		$42K Buy
+453
New +$38.6K 0.01% 858

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

Summit Trail Advisors's NICE Position: Q2 2026 in Review

Summit Trail Advisors sold out of Nice (NICE) in Q2 2026, closing a stake of 1,991 shares — an estimated $220K sold.

Summit Trail Advisors first reported a position in NICE in Q4 2017 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Summit Trail Advisors reported no remaining Nice position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 1,991 Nice shares in Q2 2026, an estimated $220K.
  • Summit Trail Advisors first reported a position in Nice in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Nice position peaked at $220K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.