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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Alpha Cubed Investments's FICO Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Fair Isaac (FICO) stake by 1.1% in Q4 2025, selling an estimated $8.61K and leaving 470 shares worth $795K. The position accounts for 0.03% of the portfolio, ranked #134.

Alpha Cubed Investments first reported a position in FICO in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.61M in Q1 2025. 988 funds tracked by Wall St. Rank hold FICO as of Q4 2025.

Alpha Cubed Investments held 470 shares of Fair Isaac worth $795K as of Q4 2025.
Alpha Cubed Investments sold 5 Fair Isaac shares in Q4 2025, an estimated $8.61K.
Fair Isaac made up 0.03% of Alpha Cubed Investments's portfolio in Q4 2025, its #134 holding.
Alpha Cubed Investments first reported a position in Fair Isaac in Q4 2021 and has held it in 15 quarters since.
Alpha Cubed Investments's Fair Isaac position peaked at $3.61M in Q1 2025.
988 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.