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EverSource Wealth Advisors’s Fair Isaac FICO Stock Holding History

EverSource 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 		$172K Sell
144
-137
-49% -$153K 0.01% 1075
2026
Q1 		$300K Buy
281
+52
+23% +$71.3K 0.01% 845
2025
Q4 		$388K Sell
229
-19
-8% -$32.7K 0.01% 634
2025
Q3 		$371K Sell
248
-34
-12% -$51.1K 0.01% 619
2025
Q2 		$516K Sell
282
-3
-1% -$5.63K 0.02% 442
2025
Q1 		$526K Sell
285
-35
-11% -$64.8K 0.03% 373
2024
Q4 		$637K Sell
320
-15
-4% -$32K 0.04% 319
2024
Q3 		$651K Sell
335
-72
-18% -$123K 0.04% 285
2024
Q2 		$651K Buy
407
+7
+2% +$9.05K 0.04% 277
2024
Q1 		$453K Hold
400
– – 0.04% 284
2023
Q4 		$466K Sell
400
-2
-0.5% -$2.01K 0.04% 255
2023
Q3 		$349K Sell
402
-7
-2% -$6.01K 0.04% 277
2023
Q2 		$331K Sell
409
-110
-21% -$82.5K 0.04% 287
2023
Q1 		$365K Buy
519
+9
+2% +$5.99K 0.05% 269
2022
Q4 		$305K Sell
510
-298
-37% -$157K 0.05% 276
2022
Q3 		$333K Buy
808
+42
+5% +$19.1K 0.08% 224
2022
Q2 		$307K Buy
766
+20
+3% +$7.89K 0.08% 207
2022
Q1 		$348K Buy
746
+396
+113% +$187K 0.09% 190
2021
Q4 		$152K Buy
+350
New +$139K 0.04% 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

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

EverSource Wealth Advisors reduced its Fair Isaac (FICO) stake by 49% in Q2 2026, selling an estimated $153K and leaving 144 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #1075.

EverSource Wealth Advisors first reported a position in FICO in Q4 2021 and has held it in 19 quarters since. The position peaked at $651K in Q2 2024. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • EverSource Wealth Advisors held 144 shares of Fair Isaac worth $172K as of Q2 2026.
  • EverSource Wealth Advisors sold 137 Fair Isaac shares in Q2 2026, an estimated $153K.
  • Fair Isaac made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1075 holding.
  • EverSource Wealth Advisors first reported a position in Fair Isaac in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Fair Isaac position peaked at $651K in Q2 2024.
  • 840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.