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AE Wealth Management’s Fair Isaac FICO Stock Holding History

AE Wealth Management’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
-392
Closed -$418K – 2712
2026
Q1 		$418K Buy
392
+141
+56% +$193K ﹤0.01% 1200
2025
Q4 		$424K Buy
+251
New +$432K ﹤0.01% 1133
2024
Q1 		– Sell
-2,563
Closed -$3.07M – 1434
2023
Q4 		$3.07M Buy
2,563
+2,088
+440% +$2.1M 0.02% 760
2023
Q3 		$413K Sell
475
-87
-15% -$74.7K ﹤0.01% 1479
2023
Q2 		$455K Buy
562
+229
+69% +$172K ﹤0.01% 1442
2023
Q1 		$234K Buy
+333
New +$222K ﹤0.01% 1667

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

AE Wealth Management's FICO Position: Q2 2026 in Review

AE Wealth Management sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 392 shares — an estimated $418K sold.

AE Wealth Management first reported a position in FICO in Q1 2023 and held it in 6 quarters. The position peaked at $3.07M in Q4 2023. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • AE Wealth Management reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 392 Fair Isaac shares in Q2 2026, an estimated $418K.
  • AE Wealth Management first reported a position in Fair Isaac in Q1 2023 and held it in 6 quarters.
  • AE Wealth Management's Fair Isaac position peaked at $3.07M in Q4 2023.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.