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Amplius Wealth Advisors’s Fair Isaac FICO Stock Holding History

Amplius Wealth Advisors’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
Q3 		– Sell
-143
Closed -$261K – 186
2025
Q2 		$261K Sell
143
-5
-3% -$9.39K 0.02% 172
2025
Q1 		$273K Sell
148
-2
-1% -$3.7K 0.03% 146
2024
Q4 		$299K Sell
150
-2
-1% -$4.27K 0.03% 136
2024
Q3 		$295K Hold
152
– – 0.03% 134
2024
Q2 		$226K Sell
152
-10
-6% -$12.9K 0.03% 154
2024
Q1 		$202K Buy
+162
New +$203K 0.02% 172

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Amplius Wealth Advisors's FICO Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 143 shares — an estimated $261K sold.

Amplius Wealth Advisors first reported a position in FICO in Q1 2024 and held it in 6 quarters. The position peaked at $299K in Q4 2024. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Amplius Wealth Advisors reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 143 Fair Isaac shares in Q3 2025, an estimated $261K.
  • Amplius Wealth Advisors first reported a position in Fair Isaac in Q1 2024 and held it in 6 quarters.
  • Amplius Wealth Advisors's Fair Isaac position peaked at $299K in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.