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Lifeworks Advisors’s Fair Isaac FICO Stock Holding History

Lifeworks 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 		– Sell
-578
Closed -$976K – 307
2025
Q4 		$976K Buy
578
+103
+22% +$177K 0.13% 141
2025
Q3 		$711K Buy
475
+253
+114% +$380K 0.09% 168
2025
Q2 		$406K Buy
222
+26
+13% +$48.8K 0.06% 221
2025
Q1 		$361K Buy
196
+37
+23% +$68.5K 0.06% 226
2024
Q4 		$317K Buy
159
+28
+21% +$59.8K 0.06% 224
2024
Q3 		$254K Sell
131
-17
-11% -$29.1K 0.05% 253
2024
Q2 		$220K Buy
+148
New +$191K 0.06% 209

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

Lifeworks Advisors's FICO Position: Q1 2026 in Review

Lifeworks Advisors sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 578 shares — an estimated $976K sold.

Lifeworks Advisors first reported a position in FICO in Q2 2024 and held it in 7 quarters. The position peaked at $976K in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Lifeworks Advisors reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 578 Fair Isaac shares in Q1 2026, an estimated $976K.
  • Lifeworks Advisors first reported a position in Fair Isaac in Q2 2024 and held it in 7 quarters.
  • Lifeworks Advisors's Fair Isaac position peaked at $976K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.