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Advisor OS’s Fair Isaac FICO Stock Holding History

Advisor OS’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-251
Closed -$268K – 601
2026
Q1 		$268K Buy
251
+60
+31% +$82.3K 0.02% 460
2025
Q4 		$323K Buy
191
+43
+29% +$74K 0.03% 367
2025
Q3 		$221K Sell
148
-10
-6% -$15K 0.02% 429
2025
Q2 		$289K Sell
158
-55
-26% -$103K 0.03% 359
2025
Q1 		$393K Sell
213
-17
-7% -$31.5K 0.04% 268
2024
Q4 		$458K Sell
230
-326
-59% -$696K 0.05% 236
2024
Q3 		$1.08M Sell
556
-221
-28% -$378K 0.11% 143
2024
Q2 		$1.16M Sell
777
-17
-2% -$22K 0.13% 138
2024
Q1 		$992K Buy
794
+44
+6% +$55K 0.11% 163
2023
Q4 		$873K Sell
750
-40
-5% -$40.3K 0.11% 160
2023
Q3 		$686K Sell
790
-6
-0.8% -$5.15K 0.1% 169
2023
Q2 		$644K Sell
796
-269
-25% -$202K 0.11% 179
2023
Q1 		$748K Buy
1,065
+64
+6% +$42.6K 0.18% 135
2022
Q4 		$599K Buy
1,001
+53
+6% +$27.9K 0.16% 139
2022
Q3 		$391K Buy
948
+31
+3% +$14.1K 0.12% 149
2022
Q2 		$368K Buy
917
+59
+7% +$23.3K 0.11% 163
2022
Q1 		$400K Buy
858
+204
+31% +$96.3K 0.12% 160
2021
Q4 		$284K Sell
654
-13
-2% -$5.16K 0.06% 214
2021
Q3 		$265K Buy
667
+112
+20% +$53.3K 0.06% 199
2021
Q2 		$279K Buy
+555
New +$281K 0.06% 198

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's FICO Position: Q2 2026 in Review

Advisor OS sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 251 shares — an estimated $268K sold.

Advisor OS first reported a position in FICO in Q2 2021 and held it in 20 quarters. The position peaked at $1.16M in Q2 2024. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Advisor OS reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 251 Fair Isaac shares in Q2 2026, an estimated $268K.
  • Advisor OS first reported a position in Fair Isaac in Q2 2021 and held it in 20 quarters.
  • Advisor OS's Fair Isaac position peaked at $1.16M in Q2 2024.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.