Creative Planning’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.53M | Sell |
7,991
-737
| -8% | -$1.01M | 0.01% | 802 |
|
|
2025
Q4 | $14.8M | Buy |
8,728
+3,798
| +77% | +$6.54M | 0.01% | 484 |
|
|
2025
Q3 | $7.38M | Buy |
4,930
+224
| +5% | +$337K | 0.01% | 695 |
|
|
2025
Q2 | $8.6M | Sell |
4,706
-447
| -9% | -$839K | 0.01% | 559 |
|
|
2025
Q1 | $9.5M | Buy |
5,153
+581
| +13% | +$1.08M | 0.01% | 496 |
|
|
2024
Q4 | $9.1M | Buy |
4,572
+143
| +3% | +$305K | 0.01% | 470 |
|
|
2024
Q3 | $8.61M | Buy |
4,429
+445
| +11% | +$761K | 0.01% | 479 |
|
|
2024
Q2 | $5.93M | Buy |
3,984
+289
| +8% | +$374K | 0.01% | 560 |
|
|
2024
Q1 | $4.62M | Buy |
3,695
+52
| +1% | +$65K | 0.01% | 629 |
|
|
2023
Q4 | $4.24M | Buy |
3,643
+159
| +5% | +$160K | 0.01% | 610 |
|
|
2023
Q3 | $3.03M | Buy |
3,484
+20
| +0.6% | +$17.2K | ﹤0.01% | 688 |
|
|
2023
Q2 | $2.8M | Buy |
3,464
+492
| +17% | +$369K | ﹤0.01% | 693 |
|
|
2023
Q1 | $2.09M | Buy |
2,972
+93
| +3% | +$61.9K | ﹤0.01% | 761 |
|
|
2022
Q4 | $1.72M | Buy |
2,879
+1,029
| +56% | +$541K | ﹤0.01% | 806 |
|
|
2022
Q3 | $762K | Sell |
1,850
-864
| -32% | -$392K | ﹤0.01% | 1091 |
|
|
2022
Q2 | $1.09M | Buy |
2,714
+1,164
| +75% | +$459K | ﹤0.01% | 936 |
|
|
2022
Q1 | $723K | Buy |
1,550
+26
| +2% | +$12.3K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $661K | Sell |
1,524
-112
| -7% | -$44.5K | ﹤0.01% | 1155 |
|
|
2021
Q3 | $651K | Sell |
1,636
-3
| -0.2% | -$1.43K | ﹤0.01% | 1155 |
|
|
2021
Q2 | $824K | Sell |
1,639
-57
| -3% | -$28.8K | ﹤0.01% | 1017 |
|
|
2021
Q1 | $824K | Buy |
1,696
+109
| +7% | +$51.8K | ﹤0.01% | 1146 |
|
|
2020
Q4 | $811K | Sell |
1,587
-123
| -7% | -$57.2K | ﹤0.01% | 1050 |
|
|
2020
Q3 | $727K | Buy |
1,710
+31
| +2% | +$13.2K | ﹤0.01% | 949 |
|
|
2020
Q2 | $702K | Buy |
1,679
+146
| +10% | +$53.3K | ﹤0.01% | 887 |
|
|
2020
Q1 | $472K | Sell |
1,533
-42
| -3% | -$15.5K | ﹤0.01% | 972 |
|
|
2019
Q4 | $590K | Sell |
1,575
-116
| -7% | -$39K | ﹤0.01% | 1024 |
|
|
2019
Q3 | $513K | Sell |
1,691
-3,256
| -66% | -$1.1M | ﹤0.01% | 1048 |
|
|
2019
Q2 | $1.55M | Buy |
4,947
+3,612
| +271% | +$1.05M | 0.01% | 578 |
|
|
2019
Q1 | $363K | Buy |
1,335
+258
| +24% | +$60.6K | ﹤0.01% | 1220 |
|
|
2018
Q4 | $201K | Sell |
1,077
-46
| -4% | -$8.97K | ﹤0.01% | 1490 |
|
|
2018
Q3 | $257K | Buy |
1,123
+3
| +0.3% | +$651 | ﹤0.01% | 1507 |
|
|
2018
Q2 | $217K | Buy |
+1,120
| New | +$203K | ﹤0.01% | 1591 |
|
|
2017
Q4 | – | Sell |
-2,171
| Closed | -$305K | – | 1941 |
|
|
2017
Q3 | $305K | Buy |
2,171
+512
| +31% | +$71.7K | ﹤0.01% | 1323 |
|
|
2017
Q2 | $231K | Buy |
1,659
+1,226
| +283% | +$164K | ﹤0.01% | 1437 |
|
|
2017
Q1 | $56K | Buy |
433
+62
| +17% | +$7.87K | ﹤0.01% | 2394 |
|
|
2016
Q4 | $44K | Buy |
371
+26
| +8% | +$3.09K | ﹤0.01% | 2489 |
|
|
2016
Q3 | $43K | Sell |
345
-60
| -15% | -$7.49K | ﹤0.01% | 2480 |
|
|
2016
Q2 | $46K | Sell |
405
-200
| -33% | -$21.7K | ﹤0.01% | 2182 |
|
|
2016
Q1 | $64K | Buy |
605
+459
| +314% | +$43.6K | ﹤0.01% | 1918 |
|
|
2015
Q4 | $14K | Sell |
146
-200
| -58% | -$18.2K | ﹤0.01% | 3067 |
|
|
2015
Q3 | $29K | Buy |
+346
| New | +$30.5K | ﹤0.01% | 2442 |
|
|
2014
Q3 | – | Sell |
-305
| Closed | -$19K | – | 4047 |
|
|
2014
Q2 | $19K | Buy |
+305
| New | +$17.4K | ﹤0.01% | 2516 |
|
|
2013
Q3 | – | Sell |
-160
| Closed | -$7K | – | 3252 |
|
|
2013
Q2 | $7K | Buy |
+160
| New | +$7.42K | ﹤0.01% | 2412 |
|
Other funds holding FICO
VCM
VPM
VFCM
Creative Planning's FICO Position: Q1 2026 in Review
Creative Planning reduced its Fair Isaac (FICO) stake by 8.4% in Q1 2026, selling an estimated $1.01M and leaving 7,991 shares worth $8.53M. The position accounts for 0.01% of the portfolio, ranked #802.
Creative Planning first reported a position in FICO in Q2 2013 and has held it in 43 quarters since. The position peaked at $14.8M in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.
- Creative Planning held 7,991 shares of Fair Isaac worth $8.53M as of Q1 2026.
- Creative Planning sold 737 Fair Isaac shares in Q1 2026, an estimated $1.01M.
- Fair Isaac made up 0.01% of Creative Planning's portfolio in Q1 2026, its #802 holding.
- Creative Planning first reported a position in Fair Isaac in Q2 2013 and has held it in 43 quarters since.
- Creative Planning's Fair Isaac position peaked at $14.8M in Q4 2025.
- 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.