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Burling Wealth Partners’s Fair Isaac FICO Stock Holding History

Burling Wealth Partners’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
2025
Q2 		– Sell
-113
Closed -$208K – 176
2025
Q1 		$208K Sell
113
-2
-2% -$3.7K 0.04% 160
2024
Q4 		$229K Buy
+115
New +$246K 0.05% 156

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Burling Wealth Partners's FICO Position: Q2 2025 in Review

Burling Wealth Partners sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 113 shares — an estimated $208K sold.

Burling Wealth Partners first reported a position in FICO in Q4 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Burling Wealth Partners reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 113 Fair Isaac shares in Q2 2025, an estimated $208K.
  • Burling Wealth Partners first reported a position in Fair Isaac in Q4 2024 and held it in 2 quarters.
  • Burling Wealth Partners's Fair Isaac position peaked at $229K in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Burling Wealth Partners's 13F filing for Q2 2025, filed 8 Aug 2025.