Ascent Wealth Partners’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,465
Closed -$2.48M 194
2025
Q4
$2.48M Buy
1,465
+39
+3% +$67.1K 0.29% 72
2025
Q3
$2.13M Buy
+1,426
New +$2.14M 0.25% 80

Other funds holding FICO

Ascent Wealth Partners's FICO Position: Q1 2026 in Review

Ascent Wealth Partners sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 1,465 shares — an estimated $2.48M sold.

Ascent Wealth Partners first reported a position in FICO in Q3 2025 and held it in 2 quarters. The position peaked at $2.48M in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Ascent Wealth Partners reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Ascent Wealth Partners sold 1,465 Fair Isaac shares in Q1 2026, an estimated $2.48M.
  • Ascent Wealth Partners first reported a position in Fair Isaac in Q3 2025 and held it in 2 quarters.
  • Ascent Wealth Partners's Fair Isaac position peaked at $2.48M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.