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Carolinas Wealth Consulting’s Fair Isaac FICO Stock Holding History

Carolinas Wealth Consulting’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
-42
Closed -$77.5K – 325
2025
Q1 		$77.5K Buy
42
+20
+91% +$37K 0.02% 286
2024
Q4 		$43.8K Sell
22
-21
-49% -$44.9K 0.01% 383
2024
Q3 		$83.6K Buy
43
+1
+2% +$1.71K 0.02% 291
2024
Q2 		$62.5K Buy
+42
New +$54.3K 0.01% 336

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return

Carolinas Wealth Consulting's FICO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 42 shares — an estimated $77.5K sold.

Carolinas Wealth Consulting first reported a position in FICO in Q2 2024 and held it in 4 quarters. The position peaked at $83.6K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 42 Fair Isaac shares in Q2 2025, an estimated $77.5K.
  • Carolinas Wealth Consulting first reported a position in Fair Isaac in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Fair Isaac position peaked at $83.6K in Q3 2024.
  • 1,014 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.