DWM
FICO icon

Diversify Wealth Management’s Fair Isaac FICO Stock Holding History

Diversify Wealth Management’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 		$2.16M Buy
2,072
+335
+19% +$459K 0.04% 357
2025
Q4 		$2.82M Buy
1,737
+367
+27% +$632K 0.13% 183
2025
Q3 		$2.26M Buy
1,370
+38
+3% +$57.1K 0.13% 166
2025
Q2 		$1.76M Buy
1,332
+170
+15% +$319K 0.11% 194
2025
Q1 		$2.28M Buy
1,162
+99
+9% +$183K 0.17% 156
2024
Q4 		$2.04M Buy
1,063
+12
+1% +$25.6K 0.16% 154
2024
Q3 		$2.1M Buy
+1,051
New +$1.8M 0.2% 129

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

Diversify Wealth Management's FICO Position: Q1 2026 in Review

Diversify Wealth Management increased its Fair Isaac (FICO) stake by 19% in Q1 2026, buying an estimated $459K and bringing the position to 2,072 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #357.

Diversify Wealth Management first reported a position in FICO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Diversify Wealth Management held 2,072 shares of Fair Isaac worth $2.16M as of Q1 2026.
  • Diversify Wealth Management bought 335 Fair Isaac shares in Q1 2026, an estimated $459K.
  • Fair Isaac made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #357 holding.
  • Diversify Wealth Management first reported a position in Fair Isaac in Q3 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's Fair Isaac position peaked at $2.82M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.