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Loring Wolcott & Coolidge Fiduciary Advisors’s Fair Isaac FICO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q4 		– Sell
-779
Closed -$1.26M – 542
2025
Q3 		$1.26M Buy
+779
New +$1.17M 0.01% 147
2021
Q3 		– Sell
-3
Closed -$2K – 815
2021
Q2 		$2K Buy
+3
New +$1.52K ﹤0.01% 854

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 $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $166B AUM 43.98% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FICO Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Fair Isaac (FICO) in Q4 2025, closing a stake of 779 shares — an estimated $1.26M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FICO in Q2 2021 and held it in 2 quarters. The position peaked at $1.26M in Q3 2025. 986 funds tracked by Wall St. Rank hold FICO as of Q4 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Fair Isaac position as of Q4 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 779 Fair Isaac shares in Q4 2025, an estimated $1.26M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fair Isaac in Q2 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Fair Isaac position peaked at $1.26M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.