Aptus Capital Advisors’s Fair Isaac FICO Stock Holding History

Aptus Capital 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
2026 Q1	–	Sell	-208	Closed	-$352K	–	1712
2025 Q4	$352K	Buy	208 +6	+3%	+$10.3K	﹤0.01%	841
2025 Q3	$302K	Sell	202 -30	-13%	-$45.1K	﹤0.01%	841
2025 Q2	$424K	Sell	232 -5	-2%	-$9.39K	﹤0.01%	718
2025 Q1	$437K	Sell	237 -17	-7%	-$31.5K	﹤0.01%	673
2024 Q4	$506K	Sell	254 -15	-6%	-$32K	0.01%	631
2024 Q3	$523K	Sell	269 -3	-1%	-$5.13K	0.01%	527
2024 Q2	$405K	Sell	272 -52	-16%	-$67.2K	0.01%	547
2024 Q1	$405K	Buy	324 +113	+54%	+$141K	0.01%	560
2023 Q4	$246K	Buy	+211	New	+$212K	0.01%	500
2023 Q1	–	Sell	-355	Closed	-$212K	–	825
2022 Q4	$212K	Buy	+355	New	+$187K	0.01%	469
2022 Q2	–	Sell	-7,774	Closed	-$3.63M	–	682
2022 Q1	$3.63M	Buy	7,774 +3,539	+84%	+$1.67M	0.09%	125
2021 Q4	$1.84M	Buy	+4,235	New	+$1.68M	0.06%	210

Other funds holding FICO

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

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

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

Capital World Investors

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

Capital International Investors

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