Bartlett & Co Wealth Management’s Fair Isaac FICO Stock Holding History

Bartlett & Co 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	$1.06K	Sell	1 -1	-50%	-$1.37K	﹤0.01%	1135
2025 Q4	$3.38K	Buy	+2	New	+$3.44K	﹤0.01%	1067
2022 Q3	–	Sell	-33	Closed	-$13.2K	–	1219
2022 Q2	$13.2K	Buy	+33	New	+$13K	﹤0.01%	814
2021 Q1	–	Sell	-8	Closed	-$4.09K	–	1138
2020 Q4	$4.09K	Buy	+8	New	+$3.72K	﹤0.01%	822

Other funds holding FICO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's FICO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Fair Isaac (FICO) stake by 50% in Q1 2026, selling an estimated $1.37K and leaving 1 share worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Bartlett & Co Wealth Management first reported a position in FICO in Q4 2020 and has held it in 4 quarters since. The position peaked at $13.2K in Q2 2022. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Bartlett & Co Wealth Management held 1 share of Fair Isaac worth $1.06K as of Q1 2026.
Bartlett & Co Wealth Management sold 1 Fair Isaac share in Q1 2026, an estimated $1.37K.
Fair Isaac made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1135 holding.
Bartlett & Co Wealth Management first reported a position in Fair Isaac in Q4 2020 and has held it in 4 quarters since.
Bartlett & Co Wealth Management's Fair Isaac position peaked at $13.2K in Q2 2022.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.