Alpha Cubed Investments’s Fair Isaac FICO Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$795K	Sell	470 -5	-1%	-$8.61K	0.03%	134
2025 Q3	$711K	Buy	475 +21	+5%	+$31.6K	0.02%	141
2025 Q2	$830K	Sell	454 -1,501	-77%	-$2.82M	0.03%	132
2025 Q1	$3.61M	Buy	1,955 +1,482	+313%	+$2.74M	0.16%	70
2024 Q4	$942K	Buy	473 +6	+1%	+$12.8K	0.04%	114
2024 Q3	$908K	Buy	467 +8	+2%	+$13.7K	0.04%	109
2024 Q2	$683K	Buy	459 +15	+3%	+$19.4K	0.03%	129
2024 Q1	$555K	Buy	444 +5	+1%	+$6.25K	0.03%	141
2023 Q4	$511K	Sell	439 -4	-0.9%	-$4.03K	0.03%	151
2023 Q3	$385K	Hold	443	–	–	0.03%	159
2023 Q2	$358K	Hold	443	–	–	0.02%	175
2023 Q1	$311K	Hold	443	–	–	0.02%	193
2022 Q4	$265K	Buy	+443	New	+$233K	0.02%	225
2022 Q2	–	Sell	-2,900	Closed	-$1.35M	–	325
2022 Q1	$1.35M	Sell	2,900 -203	-7%	-$95.8K	0.09%	116
2021 Q4	$1.35M	Buy	+3,103	New	+$1.23M	0.09%	111

Other funds holding FICO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return