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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.34K Hold
5
﹤0.01% 377
2025
Q4
$8.45K Hold
5
﹤0.01% 364
2025
Q3
$7.48K Hold
5
﹤0.01% 365
2025
Q2
$9.14K Hold
5
﹤0.01% 361
2025
Q1
$9.22K Hold
5
﹤0.01% 359
2024
Q4
$9.96K Buy
+5
New +$10.7K ﹤0.01% 359

Other funds holding FICO

Evelyn Partners Investment Management's FICO Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Fair Isaac (FICO) position steady in Q1 2026 at 5 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Evelyn Partners Investment Management first reported a position in FICO in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.96K in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Evelyn Partners Investment Management held 5 shares of Fair Isaac worth $5.34K as of Q1 2026.
  • Evelyn Partners Investment Management left its Fair Isaac share count unchanged in Q1 2026.
  • Fair Isaac made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #377 holding.
  • Evelyn Partners Investment Management first reported a position in Fair Isaac in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Fair Isaac position peaked at $9.96K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.