RAFFA WEALTH MANAGEMENT, LLC’s Nice NICE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$818	Sell	9 -3	-25%	-$291	﹤0.01%	1080
2026 Q1	$1.32K	Hold	12	–	–	﹤0.01%	872
2025 Q4	$1.36K	Hold	12	–	–	﹤0.01%	855
2025 Q3	$1.74K	Hold	12	–	–	﹤0.01%	749
2025 Q2	$2.03K	Hold	12	–	–	﹤0.01%	682
2025 Q1	$1.85K	Hold	12	–	–	﹤0.01%	657
2024 Q4	$2.04K	Hold	12	–	–	﹤0.01%	664
2024 Q3	$2.08K	Hold	12	–	–	﹤0.01%	630
2024 Q2	$2.06K	Hold	12	–	–	﹤0.01%	716
2024 Q1	$3.13K	Hold	12	–	–	﹤0.01%	596
2023 Q4	$2.39K	Hold	12	–	–	﹤0.01%	565
2023 Q3	$2.04K	Hold	12	–	–	﹤0.01%	579
2023 Q2	$2.48K	Hold	12	–	–	﹤0.01%	548
2023 Q1	$2.75K	Hold	12	–	–	﹤0.01%	522
2022 Q4	$2.31K	Buy	12 +9	+300%	+$1.73K	﹤0.01%	557
2022 Q3	$565	Hold	3	–	–	﹤0.01%	998
2022 Q2	$577	Hold	3	–	–	﹤0.01%	984
2022 Q1	$657	Hold	3	–	–	﹤0.01%	995
2021 Q4	$911	Hold	3	–	–	﹤0.01%	909
2021 Q3	$852	Hold	3	–	–	﹤0.01%	886
2021 Q2	$742	Hold	3	–	–	﹤0.01%	951
2021 Q1	$654	Buy	+3	New	+$751	﹤0.01%	991

Other funds holding NICE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

KAM

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

HCG

Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NICE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Nice (NICE) stake by 25% in Q2 2026, selling an estimated $291 and leaving 9 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NICE in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.13K in Q1 2024. 75 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 9 shares of Nice worth $818 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 3 Nice shares in Q2 2026, an estimated $291.
Nice made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1080 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Nice in Q1 2021 and has held it in 22 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Nice position peaked at $3.13K in Q1 2024.
75 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.