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Bogart Wealth LLC’s Fair Isaac FICO Stock Holding History

Bogart Wealth LLC’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 		$10.3K Buy
9
+3
+50% +$3.36K ﹤0.01% 999
2026
Q1 		$5.99K Buy
6
+4
+200% +$5.49K ﹤0.01% 1022
2025
Q4 		$3.38K Hold
2
– – ﹤0.01% 1082
2025
Q3 		$2.99K Buy
2
+1
+100% +$1.5K ﹤0.01% 1071
2025
Q2 		$1.83K Buy
+1
New +$1.88K ﹤0.01% 1129
2025
Q1 		– Sell
-2
Closed -$3.98K – 1453
2024
Q4 		$3.98K Buy
+2
New +$4.27K ﹤0.01% 940
2022
Q4 		– Sell
-11
Closed -$5K – 1101
2022
Q3 		$5K Buy
+11
New +$4.99K ﹤0.01% 686

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's FICO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Fair Isaac (FICO) stake by 50% in Q2 2026, buying an estimated $3.36K and bringing the position to 9 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Bogart Wealth LLC first reported a position in FICO in Q3 2022 and has held it in 7 quarters since. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Bogart Wealth LLC held 9 shares of Fair Isaac worth $10.3K as of Q2 2026.
  • Bogart Wealth LLC bought 3 Fair Isaac shares in Q2 2026, an estimated $3.36K.
  • Fair Isaac made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #999 holding.
  • Bogart Wealth LLC first reported a position in Fair Isaac in Q3 2022 and has held it in 7 quarters since.
  • 848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.