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Cabot Wealth Management’s Fair Isaac FICO Stock Holding History

Cabot 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 		– Sell
-1,074
Closed -$1.15M – 147
2026
Q1 		$1.15M Sell
1,074
-117
-10% -$160K 0.13% 90
2025
Q4 		$2.01M Sell
1,191
-21
-2% -$36.1K 0.22% 80
2025
Q3 		$1.81M Sell
1,212
-867
-42% -$1.3M 0.2% 85
2025
Q2 		$3.8M Buy
2,079
+17
+0.8% +$31.9K 0.45% 60
2025
Q1 		$3.8M Buy
2,062
+46
+2% +$85.2K 0.48% 57
2024
Q4 		$4.01M Sell
2,016
-19
-0.9% -$40.6K 0.51% 57
2024
Q3 		$3.96M Buy
2,035
+986
+94% +$1.69M 0.49% 54
2024
Q2 		$1.56M Buy
+1,049
New +$1.36M 0.2% 83

Other funds holding FICO

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
AA
AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cabot Wealth Management's FICO Position: Q2 2026 in Review

Cabot Wealth Management sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 1,074 shares — an estimated $1.15M sold.

Cabot Wealth Management first reported a position in FICO in Q2 2024 and held it in 8 quarters. The position peaked at $4.01M in Q4 2024. 296 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Cabot Wealth Management reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • Cabot Wealth Management sold 1,074 Fair Isaac shares in Q2 2026, an estimated $1.15M.
  • Cabot Wealth Management first reported a position in Fair Isaac in Q2 2024 and held it in 8 quarters.
  • Cabot Wealth Management's Fair Isaac position peaked at $4.01M in Q4 2024.
  • 296 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.