HWA
FICO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's FICO Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Fair Isaac (FICO) stake by 89% in Q1 2026, selling an estimated $1.41M and leaving 132 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #230.

Heritage Wealth Advisors first reported a position in FICO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.96M in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Heritage Wealth Advisors held 132 shares of Fair Isaac worth $141K as of Q1 2026.
  • Heritage Wealth Advisors sold 1,028 Fair Isaac shares in Q1 2026, an estimated $1.41M.
  • Fair Isaac made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #230 holding.
  • Heritage Wealth Advisors first reported a position in Fair Isaac in Q4 2025 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Fair Isaac position peaked at $1.96M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.