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Heritage Family Offices’s Fair Isaac FICO Stock Holding History

Heritage Family Offices’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
Q3 		– Sell
-116
Closed -$213K – 201
2025
Q2 		$213K Hold
116
– – 0.11% 171
2025
Q1 		$214K Buy
116
+14
+14% +$25.9K 0.11% 167
2024
Q4 		$203K Sell
102
-154
-60% -$329K 0.1% 179
2024
Q3 		$498K Buy
256
+5
+2% +$8.55K 0.26% 81
2024
Q2 		$374K Buy
+251
New +$324K 0.21% 96

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Family Offices's FICO Position: Q3 2025 in Review

Heritage Family Offices sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 116 shares — an estimated $213K sold.

Heritage Family Offices first reported a position in FICO in Q2 2024 and held it in 5 quarters. The position peaked at $498K in Q3 2024. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Heritage Family Offices reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Heritage Family Offices sold 116 Fair Isaac shares in Q3 2025, an estimated $213K.
  • Heritage Family Offices first reported a position in Fair Isaac in Q2 2024 and held it in 5 quarters.
  • Heritage Family Offices's Fair Isaac position peaked at $498K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.