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Axxcess Wealth Management’s Fair Isaac FICO Stock Holding History

Axxcess 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
2025
Q3 		– Sell
-162
Closed -$296K – 939
2025
Q2 		$296K Sell
162
-27
-14% -$50.7K 0.01% 719
2025
Q1 		$349K Buy
189
+32
+20% +$59.3K 0.01% 640
2024
Q4 		$313K Sell
157
-337
-68% -$720K 0.01% 659
2024
Q3 		$960K Buy
494
+104
+27% +$178K 0.02% 397
2024
Q2 		$581K Buy
390
+188
+93% +$243K 0.02% 497
2024
Q1 		$252K Buy
202
+2
+1% +$2.5K 0.01% 729
2023
Q4 		$233K Buy
+200
New +$201K 0.01% 734
2023
Q2 		– Sell
-308
Closed -$216K – 631
2023
Q1 		$216K Buy
+308
New +$205K 0.02% 569

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Axxcess Wealth Management's FICO Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 162 shares — an estimated $296K sold.

Axxcess Wealth Management first reported a position in FICO in Q1 2023 and held it in 8 quarters. The position peaked at $960K in Q3 2024. 938 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 162 Fair Isaac shares in Q3 2025, an estimated $296K.
  • Axxcess Wealth Management first reported a position in Fair Isaac in Q1 2023 and held it in 8 quarters.
  • Axxcess Wealth Management's Fair Isaac position peaked at $960K in Q3 2024.
  • 938 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.