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Institute for Wealth Management’s Fair Isaac FICO Stock Holding History

Institute for 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 		$719K Sell
602
-191
-24% -$214K 0.06% 253
2026
Q1 		$847K Sell
793
-5
-0.6% -$6.86K 0.09% 225
2025
Q4 		$1.35M Sell
798
-37
-4% -$63.7K 0.14% 151
2025
Q3 		$1.25M Buy
835
+97
+13% +$146K 0.13% 162
2025
Q2 		$1.35M Sell
738
-22
-3% -$41.3K 0.15% 143
2025
Q1 		$1.4M Buy
760
+26
+4% +$48.1K 0.18% 122
2024
Q4 		$1.46M Hold
734
– – 0.18% 113
2024
Q3 		$1.43M Sell
734
-23
-3% -$39.4K 0.18% 126
2024
Q2 		$1.13M Buy
757
+1
+0.1% +$1.29K 0.15% 151
2024
Q1 		$945K Sell
756
-6
-0.8% -$7.5K 0.12% 177
2023
Q4 		$887K Sell
762
-24
-3% -$24.2K 0.14% 169
2023
Q3 		$683K Hold
786
– – 0.12% 200
2023
Q2 		$636K Sell
786
-33
-4% -$24.7K 0.11% 215
2023
Q1 		$576K Buy
819
+11
+1% +$7.32K 0.11% 239
2022
Q4 		$484K Buy
808
+92
+13% +$48.4K 0.1% 267
2022
Q3 		$295K Hold
716
– – 0.07% 342
2022
Q2 		$287K Buy
716
+26
+4% +$10.3K 0.06% 402
2022
Q1 		$322K Buy
690
+33
+5% +$15.6K 0.05% 405
2021
Q4 		$285K Sell
657
-33
-5% -$13.1K 0.05% 389
2021
Q3 		$275K Buy
690
+159
+30% +$75.6K 0.05% 396
2021
Q2 		$267K Buy
531
+58
+12% +$29.3K 0.05% 398
2021
Q1 		$230K Buy
+473
New +$225K 0.04% 414

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

Institute for Wealth Management's FICO Position: Q2 2026 in Review

Institute for Wealth Management reduced its Fair Isaac (FICO) stake by 24% in Q2 2026, selling an estimated $214K and leaving 602 shares worth $719K. The position accounts for 0.06% of the portfolio, ranked #253.

Institute for Wealth Management first reported a position in FICO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.46M in Q4 2024. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Institute for Wealth Management held 602 shares of Fair Isaac worth $719K as of Q2 2026.
  • Institute for Wealth Management sold 191 Fair Isaac shares in Q2 2026, an estimated $214K.
  • Fair Isaac made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Institute for Wealth Management first reported a position in Fair Isaac in Q1 2021 and has held it in 22 quarters since.
  • Institute for Wealth Management's Fair Isaac position peaked at $1.46M in Q4 2024.
  • 848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.