Drive Wealth Management’s Fair Isaac FICO Stock Holding History

Drive 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	$342K	Sell	320 -112	-26%	-$154K	0.07%	227
2025 Q4	$730K	Buy	432 +6	+1%	+$10.3K	0.14%	123
2025 Q3	$638K	Sell	426 -6	-1%	-$9.02K	0.14%	124
2025 Q2	$790K	Sell	432 -7	-2%	-$13.1K	0.17%	110
2025 Q1	$810K	Sell	439 -6	-1%	-$11.1K	0.19%	101
2024 Q4	$886K	Sell	445 -3	-0.7%	-$6.41K	0.22%	87
2024 Q3	$871K	Buy	448 +1	+0.2%	+$1.71K	0.23%	84
2024 Q2	$665K	Buy	447 +19	+4%	+$24.6K	0.18%	100
2024 Q1	$535K	Buy	428 +29	+7%	+$36.3K	0.15%	121
2023 Q4	$464K	Buy	399 +27	+7%	+$27.2K	0.15%	127
2023 Q3	$323K	Buy	372 +30	+9%	+$25.7K	0.12%	163
2023 Q2	$277K	Buy	342 +41	+14%	+$30.7K	0.1%	190
2023 Q1	$212K	Buy	+301	New	+$200K	0.09%	245

Other funds holding FICO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return