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Venturi Wealth Management’s Nice NICE Stock Holding History

Venturi 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 		– Sell
-2,762
Closed -$305K – 667
2026
Q1 		$305K Buy
+2,762
New +$315K 0.01% 459
2025
Q1 		– Sell
-834
Closed -$142K – 1389
2024
Q4 		$142K Sell
834
-113
-12% -$20.1K 0.01% 645
2024
Q3 		$164K Hold
947
– – 0.01% 465
2024
Q2 		$163K Sell
947
-996
-51% -$205K 0.01% 437
2024
Q1 		$506K Sell
1,943
-15
-0.8% -$3.4K 0.03% 267
2023
Q4 		$391K Sell
1,958
-24
-1% -$4.32K 0.03% 285
2023
Q3 		$337K Sell
1,982
-1,003
-34% -$200K 0.03% 281
2023
Q2 		$616K Buy
2,985
+27
+0.9% +$5.57K 0.05% 201
2023
Q1 		$677K Buy
2,958
+1,120
+61% +$235K 0.06% 210
2022
Q4 		$353K Buy
+1,838
New +$354K 0.03% 264
2022
Q3 		– Sell
-1,789
Closed -$344K – 334
2022
Q2 		$344K Sell
1,789
-98
-5% -$19.8K 0.03% 255
2022
Q1 		$414K Buy
1,887
+32
+2% +$7.76K 0.03% 259
2021
Q4 		$563K Buy
+1,855
New +$535K 0.04% 238

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

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

Venturi Wealth Management sold out of Nice (NICE) in Q2 2026, closing a stake of 2,762 shares — an estimated $305K sold.

Venturi Wealth Management first reported a position in NICE in Q4 2021 and held it in 13 quarters. The position peaked at $677K in Q1 2023. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Venturi Wealth Management reported no remaining Nice position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 2,762 Nice shares in Q2 2026, an estimated $305K.
  • Venturi Wealth Management first reported a position in Nice in Q4 2021 and held it in 13 quarters.
  • Venturi Wealth Management's Nice position peaked at $677K in Q1 2023.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.