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Clearstead Advisors’s Fair Isaac FICO Stock Holding History

Clearstead Advisors’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 		$123K Sell
115
-12
-9% -$16.5K ﹤0.01% 1095
2025
Q4 		$215K Buy
127
+46
+57% +$79.2K ﹤0.01% 921
2025
Q3 		$121K Sell
81
-12
-13% -$18K ﹤0.01% 998
2025
Q2 		$170K Buy
93
+21
+29% +$39.4K ﹤0.01% 921
2025
Q1 		$133K Sell
72
-66
-48% -$122K ﹤0.01% 923
2024
Q4 		$275K Sell
138
-187
-58% -$399K ﹤0.01% 756
2024
Q3 		$632K Sell
325
-70
-18% -$120K 0.01% 515
2024
Q2 		$588K Buy
395
+388
+5,543% +$501K 0.01% 504
2024
Q1 		$9.33K Buy
7
+5
+250% +$6.25K ﹤0.01% 1063
2023
Q4 		$2.33K Sell
2
-2
-50% -$2.01K ﹤0.01% 1263
2023
Q3 		$3.48K Sell
4
-89
-96% -$76.4K ﹤0.01% 1310
2023
Q2 		$75.3K Buy
93
+10
+12% +$7.5K ﹤0.01% 637
2023
Q1 		$58.3K Buy
+83
New +$55.2K ﹤0.01% 629

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

Clearstead Advisors's FICO Position: Q1 2026 in Review

Clearstead Advisors reduced its Fair Isaac (FICO) stake by 9.4% in Q1 2026, selling an estimated $16.5K and leaving 115 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Clearstead Advisors first reported a position in FICO in Q1 2023 and has held it in 13 quarters since. The position peaked at $632K in Q3 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Clearstead Advisors held 115 shares of Fair Isaac worth $123K as of Q1 2026.
  • Clearstead Advisors sold 12 Fair Isaac shares in Q1 2026, an estimated $16.5K.
  • Fair Isaac made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1095 holding.
  • Clearstead Advisors first reported a position in Fair Isaac in Q1 2023 and has held it in 13 quarters since.
  • Clearstead Advisors's Fair Isaac position peaked at $632K in Q3 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.