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Empirical Wealth Management’s Fair Isaac FICO Stock Holding History

Empirical 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
2025
Q1 		– Sell
-198
Closed -$394K – 671
2024
Q4 		$394K Buy
+198
New +$423K 0.01% 441

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Empirical Wealth Management's FICO Position: Q1 2025 in Review

Empirical Wealth Management sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 198 shares — an estimated $394K sold.

Empirical Wealth Management first reported a position in FICO in Q4 2024 and held it in 1 quarter. The position peaked at $394K in Q4 2024. 966 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

  • Empirical Wealth Management reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 198 Fair Isaac shares in Q1 2025, an estimated $394K.
  • Empirical Wealth Management first reported a position in Fair Isaac in Q4 2024 and held it in 1 quarter.
  • Empirical Wealth Management's Fair Isaac position peaked at $394K in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.