Legacy Wealth Asset Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$579K Sell
485
-144
-23% -$161K 0.13% 238
2026
Q1
$671K Buy
629
+13
+2% +$17.8K 0.16% 210
2025
Q4
$1.04M Buy
616
+74
+14% +$127K 0.26% 113
2025
Q3
$811K Buy
542
+339
+167% +$510K 0.2% 147
2025
Q2
$371K Buy
+203
New +$381K 0.09% 290

Other funds holding FICO

Legacy Wealth Asset Management's FICO Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Fair Isaac (FICO) stake by 23% in Q2 2026, selling an estimated $161K and leaving 485 shares worth $579K. The position accounts for 0.13% of the portfolio, ranked #238.

Legacy Wealth Asset Management first reported a position in FICO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 842 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Legacy Wealth Asset Management held 485 shares of Fair Isaac worth $579K as of Q2 2026.
  • Legacy Wealth Asset Management sold 144 Fair Isaac shares in Q2 2026, an estimated $161K.
  • Fair Isaac made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #238 holding.
  • Legacy Wealth Asset Management first reported a position in Fair Isaac in Q2 2025 and has held it in 5 quarters since.
  • Legacy Wealth Asset Management's Fair Isaac position peaked at $1.04M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.