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Crestwood Advisors Group’s Fair Isaac FICO Stock Holding History

Crestwood Advisors Group’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 		– Sell
-136
Closed -$230K – 782
2025
Q4 		$230K Buy
+136
New +$234K ﹤0.01% 617

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

Crestwood Advisors Group's FICO Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 136 shares — an estimated $230K sold.

Crestwood Advisors Group first reported a position in FICO in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Crestwood Advisors Group reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 136 Fair Isaac shares in Q1 2026, an estimated $230K.
  • Crestwood Advisors Group first reported a position in Fair Isaac in Q4 2025 and held it in 1 quarter.
  • Crestwood Advisors Group's Fair Isaac position peaked at $230K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.