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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
Q2 		$399K Buy
+334
New +$374K 0.01% 569
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crestwood Advisors Group's FICO Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Fair Isaac (FICO) in Q2 2026: 334 shares worth $399K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in FICO as recently as Q4 2025.

Crestwood Advisors Group first reported a position in FICO in Q4 2025 and has held it in 2 quarters since. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Crestwood Advisors Group held 334 shares of Fair Isaac worth $399K as of Q2 2026.
  • Fair Isaac was a new Crestwood Advisors Group position in Q2 2026.
  • Fair Isaac made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #569 holding.
  • Crestwood Advisors Group first reported a position in Fair Isaac in Q4 2025 and has held it in 2 quarters since.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.