AWM
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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 $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