Aprio Wealth Management’s Fair Isaac FICO Stock Holding History

Aprio 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 Q1	–	Sell	-146	Closed	-$247K	–	621
2025 Q4	$247K	Buy	146 +1	+0.7%	+$1.72K	0.01%	478
2025 Q3	$218K	Sell	145 -3	-2%	-$4.51K	0.02%	405
2025 Q2	$271K	Buy	148 +1	+0.7%	+$1.88K	0.03%	320
2025 Q1	$271K	Hold	147	–	–	0.03%	287
2024 Q4	$293K	Buy	147 +1	+0.7%	+$2.14K	0.04%	222
2024 Q3	$284K	Hold	146	–	–	0.05%	206
2024 Q2	$217K	Sell	146 -29	-17%	-$37.5K	0.04%	231
2024 Q1	$219K	Buy	+175	New	+$219K	0.04%	201
2023 Q3	–	Sell	-255	Closed	-$206K	–	185
2023 Q2	$206K	Buy	+255	New	+$191K	0.06%	145

Other funds holding FICO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VFCM

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Aprio Wealth Management's FICO Position: Q1 2026 in Review

Aprio Wealth Management sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 146 shares — an estimated $247K sold.

Aprio Wealth Management first reported a position in FICO in Q2 2023 and held it in 9 quarters. The position peaked at $293K in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Aprio Wealth Management reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
Aprio Wealth Management sold 146 Fair Isaac shares in Q1 2026, an estimated $247K.
Aprio Wealth Management first reported a position in Fair Isaac in Q2 2023 and held it in 9 quarters.
Aprio Wealth Management's Fair Isaac position peaked at $293K in Q4 2024.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.