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Baron Wealth Management’s Fair Isaac FICO Stock Holding History

Baron 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
Q1 		– Sell
-192
Closed -$325K – 285
2025
Q4 		$325K Buy
+192
New +$331K 0.1% 161
2025
Q3 		– Sell
-133
Closed -$243K – 256
2025
Q2 		$243K Sell
133
-15
-10% -$28.2K 0.09% 175
2025
Q1 		$273K Sell
148
-3
-2% -$5.56K 0.12% 144
2024
Q4 		$301K Hold
151
– – 0.14% 124
2024
Q3 		$293K Hold
151
– – 0.14% 126
2024
Q2 		$225K Buy
+151
New +$195K 0.12% 152

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baron Wealth Management's FICO Position: Q1 2026 in Review

Baron Wealth Management sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 192 shares — an estimated $325K sold.

Baron Wealth Management first reported a position in FICO in Q2 2024 and held it in 6 quarters. The position peaked at $325K in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Baron Wealth Management reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Baron Wealth Management sold 192 Fair Isaac shares in Q1 2026, an estimated $325K.
  • Baron Wealth Management first reported a position in Fair Isaac in Q2 2024 and held it in 6 quarters.
  • Baron Wealth Management's Fair Isaac position peaked at $325K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Baron Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.