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Evelyn Partners Investment Management Services’s Fair Isaac FICO Stock Holding History

Evelyn Partners Investment Management Services’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
Q4 		– Sell
-48
Closed -$71.8K – 273
2025
Q3 		$71.8K Hold
48
– – 0.01% 162
2025
Q2 		$87.7K Sell
48
-33
-41% -$62K 0.01% 147
2025
Q1 		$149K Hold
81
– – 0.02% 122
2024
Q4 		$161K Buy
+81
New +$173K 0.03% 119

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Valley Forge Capital Management
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Evelyn Partners Investment Management Services's FICO Position: Q4 2025 in Review

Evelyn Partners Investment Management Services sold out of Fair Isaac (FICO) in Q4 2025, closing a stake of 48 shares — an estimated $71.8K sold.

Evelyn Partners Investment Management Services first reported a position in FICO in Q4 2024 and held it in 4 quarters. The position peaked at $161K in Q4 2024. 988 funds tracked by Wall St. Rank hold FICO as of Q4 2025.

  • Evelyn Partners Investment Management Services reported no remaining Fair Isaac position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 48 Fair Isaac shares in Q4 2025, an estimated $71.8K.
  • Evelyn Partners Investment Management Services first reported a position in Fair Isaac in Q4 2024 and held it in 4 quarters.
  • Evelyn Partners Investment Management Services's Fair Isaac position peaked at $161K in Q4 2024.
  • 988 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2025, filed 13 Feb 2026.