Great Waters Wealth Management’s Fair Isaac FICO Stock Holding History

Great Waters 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
2026 Q2	$761K	Hold	637	–	–	0.07%	56
2026 Q1	$680K	Hold	637	–	–	0.07%	53
2025 Q4	$1.08M	Hold	637	–	–	0.12%	40
2025 Q3	$953K	Hold	637	–	–	0.11%	42
2025 Q2	$1.16M	Hold	637	–	–	0.15%	37
2025 Q1	$1.17M	Hold	637	–	–	0.16%	36
2024 Q4	$1.27M	Hold	637	–	–	0.16%	38
2024 Q3	$1.24M	Sell	637 -48	-7%	-$82.1K	0.17%	40
2024 Q2	$1.02M	Hold	685	–	–	0.16%	42
2024 Q1	$856K	Sell	685 -41	-6%	-$51.3K	0.14%	45
2023 Q4	$815K	Sell	726 -19	-3%	-$19.1K	0.14%	47
2023 Q3	$651K	Hold	745	–	–	0.13%	53
2023 Q2	$603K	Hold	745	–	–	0.12%	54
2023 Q1	$536K	Hold	745	–	–	0.11%	58
2022 Q4	$479K	Buy	+745	New	+$392K	0.1%	61

Other funds holding FICO

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return