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Laidlaw Wealth Management’s Fair Isaac FICO Stock Holding History

Laidlaw 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
2025
Q4 		– Sell
-199
Closed -$298K – 53
2025
Q3 		$298K Sell
199
-65
-25% -$97.7K 0.71% 38
2025
Q2 		$483K Buy
264
+94
+55% +$177K 1.39% 25
2025
Q1 		$314K Sell
170
-6
-3% -$11.1K 0.92% 28
2024
Q4 		$350K Buy
176
+38
+28% +$81.2K 0.15% 131
2024
Q3 		$268K Buy
+138
New +$236K 0.13% 139
2023
Q4 		– Sell
-277
Closed -$241K – 246
2023
Q3 		$241K Buy
+277
New +$238K 0.08% 230

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Laidlaw Wealth Management's FICO Position: Q4 2025 in Review

Laidlaw Wealth Management sold out of Fair Isaac (FICO) in Q4 2025, closing a stake of 199 shares — an estimated $298K sold.

Laidlaw Wealth Management first reported a position in FICO in Q3 2023 and held it in 6 quarters. The position peaked at $483K in Q2 2025. 988 funds tracked by Wall St. Rank hold FICO as of Q4 2025.

  • Laidlaw Wealth Management reported no remaining Fair Isaac position as of Q4 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 199 Fair Isaac shares in Q4 2025, an estimated $298K.
  • Laidlaw Wealth Management first reported a position in Fair Isaac in Q3 2023 and held it in 6 quarters.
  • Laidlaw Wealth Management's Fair Isaac position peaked at $483K in Q2 2025.
  • 988 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2025.

Based on Laidlaw Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.