Position in NICE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,185,305
-$640,548 QoQ
Shares Held
24,054
-6.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#87
of 322 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Guardian Wealth Management, Inc. holds $7,080,491 across 2 Software - Application names. NICE ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
78,891 | $4,895,186 | |
| 2 | NICE |
NICE Ltd.
This page
|
24,054 | $2,185,305 |
All Filings in NICE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,185,305 | 24,054 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,825,853 | 25,629 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,029,116 | 9,104 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,840,144 | 26,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,085,647 | 18,268 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,201,446 | 7,793 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||