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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
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 $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

Bogart Wealth LLC's FICO Position: Q1 2026 in Review

Bogart Wealth LLC increased its Fair Isaac (FICO) stake by 200% in Q1 2026, buying an estimated $5.49K and bringing the position to 6 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Bogart Wealth LLC first reported a position in FICO in Q3 2022 and has held it in 6 quarters since. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Bogart Wealth LLC held 6 shares of Fair Isaac worth $5.99K as of Q1 2026.
  • Bogart Wealth LLC bought 4 Fair Isaac shares in Q1 2026, an estimated $5.49K.
  • Fair Isaac made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1022 holding.
  • Bogart Wealth LLC first reported a position in Fair Isaac in Q3 2022 and has held it in 6 quarters since.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.