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Heritage Wealth Advisors’s Fair Isaac FICO Stock Holding History

Heritage 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 		– Sell
-132
Closed -$141K – 704
2026
Q1 		$141K Sell
132
-1,028
-89% -$1.41M 0.01% 230
2025
Q4 		$1.96M Buy
+1,160
New +$2M 0.07% 69

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 $3.38T AUM 44.17% 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

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

Heritage Wealth Advisors sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 132 shares — an estimated $141K sold.

Heritage Wealth Advisors first reported a position in FICO in Q4 2025 and held it in 2 quarters. The position peaked at $1.96M in Q4 2025. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 132 Fair Isaac shares in Q2 2026, an estimated $141K.
  • Heritage Wealth Advisors first reported a position in Fair Isaac in Q4 2025 and held it in 2 quarters.
  • Heritage Wealth Advisors's Fair Isaac position peaked at $1.96M in Q4 2025.
  • 848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.