Baker Tilly Wealth Management’s Fair Isaac FICO Stock Holding History

Baker Tilly 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 Q2	$249K	Buy	+208	New	+$233K	0.05%	247
2026 Q1	–	Sell	-249	Closed	-$421K	–	298
2025 Q4	$421K	Sell	249 -12	-5%	-$20.7K	0.1%	178
2025 Q3	$391K	Buy	261 +3	+1%	+$4.51K	0.09%	182
2025 Q2	$472K	Sell	258 -6	-2%	-$11.3K	0.17%	129
2025 Q1	$487K	Buy	264 +4	+2%	+$7.41K	0.19%	120
2024 Q4	$518K	Buy	260 +37	+17%	+$79K	0.2%	114
2024 Q3	$433K	Buy	223 +55	+33%	+$94.1K	0.19%	127
2024 Q2	$250K	Buy	+168	New	+$217K	0.1%	223

Other funds holding FICO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Tilly Wealth Management's FICO Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Fair Isaac (FICO) in Q2 2026: 208 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in FICO as recently as Q4 2025.

Baker Tilly Wealth Management first reported a position in FICO in Q2 2024 and has held it in 8 quarters since. The position peaked at $518K in Q4 2024. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Baker Tilly Wealth Management held 208 shares of Fair Isaac worth $249K as of Q2 2026.
Fair Isaac was a new Baker Tilly Wealth Management position in Q2 2026.
Fair Isaac made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #247 holding.
Baker Tilly Wealth Management first reported a position in Fair Isaac in Q2 2024 and has held it in 8 quarters since.
Baker Tilly Wealth Management's Fair Isaac position peaked at $518K in Q4 2024.
840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.