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Journey Retirement Planning & Investment Management’s Fair Isaac FICO Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-120
Closed -$203K – 169
2025
Q4 		$203K Buy
+120
New +$207K 0.04% 246

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Journey Retirement Planning & Investment Management's FICO Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 120 shares — an estimated $203K sold.

Journey Retirement Planning & Investment Management first reported a position in FICO in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 853 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 120 Fair Isaac shares in Q1 2026, an estimated $203K.
  • Journey Retirement Planning & Investment Management first reported a position in Fair Isaac in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Fair Isaac position peaked at $203K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.