Corient Private Wealth
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Corient Private Wealth’s Fair Isaac FICO Stock Holding History

Corient Private Wealth’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 		$7.14M Sell
6,777
-13,673
-67% -$18.8M 0.01% 737
2025
Q4 		$32M Buy
20,450
+10,343
+102% +$17.8M 0.02% 457
2025
Q3 		$15.1M Sell
10,107
-5,289
-34% -$7.95M 0.02% 443
2025
Q2 		$28.1M Sell
15,396
-565
-4% -$1.06M 0.04% 330
2025
Q1 		$29.4M Sell
15,961
-546
-3% -$1.01M 0.05% 321
2024
Q4 		$32.9M Sell
16,507
-87
-0.5% -$186K 0.05% 294
2024
Q3 		$32.3M Buy
16,594
+547
+3% +$936K 0.05% 319
2024
Q2 		$23.9M Buy
16,047
+1,362
+9% +$1.76M 0.04% 355
2024
Q1 		$18.3M Buy
14,685
+1,361
+10% +$1.7M 0.03% 411
2023
Q4 		$15.5M Buy
13,324
+7,998
+150% +$8.05M 0.03% 437
2023
Q3 		$4.62M Buy
5,326
+750
+16% +$644K 0.01% 653
2023
Q2 		$3.7M Buy
4,576
+249
+6% +$187K 0.01% 718
2023
Q1 		$3.04M Buy
4,327
+2,808
+185% +$1.87M 0.01% 720
2022
Q4 		$910K Buy
+1,519
New +$799K ﹤0.01% 949

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

Corient Private Wealth's FICO Position: Q1 2026 in Review

Corient Private Wealth reduced its Fair Isaac (FICO) stake by 67% in Q1 2026, selling an estimated $18.8M and leaving 6,777 shares worth $7.14M. The position accounts for 0.01% of the portfolio, ranked #737.

Corient Private Wealth first reported a position in FICO in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.9M in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Corient Private Wealth held 6,777 shares of Fair Isaac worth $7.14M as of Q1 2026.
  • Corient Private Wealth sold 13,673 Fair Isaac shares in Q1 2026, an estimated $18.8M.
  • Fair Isaac made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #737 holding.
  • Corient Private Wealth first reported a position in Fair Isaac in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Fair Isaac position peaked at $32.9M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.