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True Wealth Design’s Nice NICE Stock Holding History

True Wealth Design’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
-34
Closed -$3.75K – 2810
2026
Q1 		$3.75K Buy
34
+27
+386% +$3.08K ﹤0.01% 1316
2025
Q4 		$792 Sell
7
-1
-13% -$121 ﹤0.01% 1790
2025
Q3 		$1.16K Buy
+8
New +$1.2K ﹤0.01% 1699
2024
Q2 		– Sell
-5
Closed -$1.3K – 816
2024
Q1 		$1.3K Buy
+5
New +$1.13K ﹤0.01% 400

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

True Wealth Design's NICE Position: Q2 2026 in Review

True Wealth Design sold out of Nice (NICE) in Q2 2026, closing a stake of 34 shares — an estimated $3.75K sold.

True Wealth Design first reported a position in NICE in Q1 2024 and held it in 4 quarters. The position peaked at $3.75K in Q1 2026. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • True Wealth Design reported no remaining Nice position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 34 Nice shares in Q2 2026, an estimated $3.75K.
  • True Wealth Design first reported a position in Nice in Q1 2024 and held it in 4 quarters.
  • True Wealth Design's Nice position peaked at $3.75K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.