Elevation Wealth Partners’s Fair Isaac FICO Stock Holding History

Elevation Wealth Partners’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	$536K	Sell	449 -180	-29%	-$202K	0.16%	78
2026 Q1	$671K	Buy	629 +112	+22%	+$154K	0.24%	58
2025 Q4	$874K	Buy	+517	New	+$890K	0.31%	49
2025 Q1	–	Sell	-4	Closed	-$7.96K	–	505
2024 Q4	$7.96K	Sell	4 -34	-89%	-$72.6K	﹤0.01%	383
2024 Q3	$73.9K	Hold	38	–	–	0.03%	188
2024 Q2	$56.6K	Hold	38	–	–	0.03%	207
2024 Q1	$47.5K	Buy	+38	New	+$47.5K	0.02%	224

Other funds holding FICO

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Elevation Wealth Partners's FICO Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Fair Isaac (FICO) stake by 29% in Q2 2026, selling an estimated $202K and leaving 449 shares worth $536K. The position accounts for 0.16% of the portfolio, ranked #78.

Elevation Wealth Partners first reported a position in FICO in Q1 2024 and has held it in 7 quarters since. The position peaked at $874K in Q4 2025. 268 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Elevation Wealth Partners held 449 shares of Fair Isaac worth $536K as of Q2 2026.
Elevation Wealth Partners sold 180 Fair Isaac shares in Q2 2026, an estimated $202K.
Fair Isaac made up 0.16% of Elevation Wealth Partners's portfolio in Q2 2026, its #78 holding.
Elevation Wealth Partners first reported a position in Fair Isaac in Q1 2024 and has held it in 7 quarters since.
Elevation Wealth Partners's Fair Isaac position peaked at $874K in Q4 2025.
268 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.