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Whipplewood Advisors’s Nice NICE Stock Holding History

Whipplewood 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 		$273 Sell
3
-61
-95% -$5.92K ﹤0.01% 625
2026
Q1 		$7.06K Buy
+64
New +$7.31K ﹤0.01% 551
2025
Q3 		– Sell
-98
Closed -$16.6K – 874
2025
Q2 		$16.6K Sell
98
-11
-10% -$1.77K 0.01% 496
2025
Q1 		$11.4K Buy
109
+27
+33% +$4.32K 0.01% 542
2024
Q4 		$13.9K Buy
+82
New +$14.6K 0.01% 498

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

Whipplewood Advisors's NICE Position: Q2 2026 in Review

Whipplewood Advisors reduced its Nice (NICE) stake by 95% in Q2 2026, selling an estimated $5.92K and leaving 3 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Whipplewood Advisors first reported a position in NICE in Q4 2024 and has held it in 5 quarters since. The position peaked at $16.6K in Q2 2025. 319 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Whipplewood Advisors held 3 shares of Nice worth $273 as of Q2 2026.
  • Whipplewood Advisors sold 61 Nice shares in Q2 2026, an estimated $5.92K.
  • Nice made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #625 holding.
  • Whipplewood Advisors first reported a position in Nice in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Nice position peaked at $16.6K in Q2 2025.
  • 319 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.