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EP Wealth Advisors’s Fair Isaac FICO Stock Holding History

EP Wealth Advisors’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 		– Sell
-1,749
Closed -$1.87M – 1774
2026
Q1 		$1.87M Sell
1,749
-12
-0.7% -$16.5K 0.01% 491
2025
Q4 		$2.98M Buy
+1,761
New +$3.03M 0.02% 365
2025
Q2 		$6.19M Sell
3,388
-59
-2% -$111K 0.04% 238
2025
Q1 		$6.36M Buy
3,447
+3
+0.1% +$5.56K 0.05% 194
2024
Q4 		$6.86M Sell
3,444
-3,074
-47% -$6.57M 0.06% 182
2024
Q3 		$12.7M Buy
6,518
+309
+5% +$529K 0.11% 127
2024
Q2 		$9.24M Buy
6,209
+4,510
+265% +$5.83M 0.1% 126
2024
Q1 		$2.12M Sell
1,699
-110
-6% -$138K 0.02% 253
2023
Q4 		$2.11M Sell
1,809
-192
-10% -$193K 0.03% 250
2023
Q3 		$1.74M Sell
2,001
-859
-30% -$737K 0.03% 253
2023
Q2 		$1.6M Sell
2,860
-30,568
-91% -$22.9M 0.02% 277
2023
Q1 		$750K Buy
33,428
+31,459
+1,598% +$20.9M 0.01% 344
2022
Q4 		$1.18M Buy
+1,969
New +$1.04M 0.02% 260

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

EP Wealth Advisors's FICO Position: Q2 2026 in Review

EP Wealth Advisors sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 1,749 shares — an estimated $1.87M sold.

EP Wealth Advisors first reported a position in FICO in Q4 2022 and held it in 13 quarters. The position peaked at $12.7M in Q3 2024. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • EP Wealth Advisors reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,749 Fair Isaac shares in Q2 2026, an estimated $1.87M.
  • EP Wealth Advisors first reported a position in Fair Isaac in Q4 2022 and held it in 13 quarters.
  • EP Wealth Advisors's Fair Isaac position peaked at $12.7M in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.