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 Q2	$3.58K	Buy	3 +2	+200%	+$2.24K	﹤0.01%	1118
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 $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

Bartlett & Co Wealth Management's FICO Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Fair Isaac (FICO) stake by 200% in Q2 2026, buying an estimated $2.24K and bringing the position to 3 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Bartlett & Co Wealth Management first reported a position in FICO in Q4 2020 and has held it in 5 quarters since. The position peaked at $13.2K in Q2 2022. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Bartlett & Co Wealth Management held 3 shares of Fair Isaac worth $3.58K as of Q2 2026.
Bartlett & Co Wealth Management bought 2 Fair Isaac shares in Q2 2026, an estimated $2.24K.
Fair Isaac made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1118 holding.
Bartlett & Co Wealth Management first reported a position in Fair Isaac in Q4 2020 and has held it in 5 quarters since.
Bartlett & Co Wealth Management's Fair Isaac position peaked at $13.2K in Q2 2022.
846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.