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LVW Advisors’s Fair Isaac FICO Stock Holding History

LVW 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
-247
Closed -$370K – 352
2025
Q3 		$370K Buy
247
+16
+7% +$24.1K 0.04% 243
2025
Q2 		$422K Sell
231
-26
-10% -$48.8K 0.05% 207
2025
Q1 		$474K Buy
257
+14
+6% +$25.9K 0.06% 178
2024
Q4 		$484K Sell
243
-299
-55% -$639K 0.06% 195
2024
Q3 		$1.05M Buy
542
+62
+13% +$106K 0.13% 108
2024
Q2 		$715K Buy
480
+45
+10% +$58.2K 0.1% 126
2024
Q1 		$544K Sell
435
-4
-0.9% -$5K 0.09% 158
2023
Q4 		$511K Sell
439
-9
-2% -$9.06K 0.1% 151
2023
Q3 		$389K Sell
448
-92
-17% -$79K 0.08% 153
2023
Q2 		$437K Sell
540
-318
-37% -$238K 0.08% 138
2023
Q1 		$603K Buy
858
+40
+5% +$26.6K 0.12% 126
2022
Q4 		$490K Sell
818
-83
-9% -$43.7K 0.1% 150
2022
Q3 		$371K Buy
901
+20
+2% +$9.08K 0.08% 155
2022
Q2 		$353K Buy
881
+35
+4% +$13.8K 0.07% 173
2022
Q1 		$395K Sell
846
-2
-0.2% -$944 0.07% 172
2021
Q4 		$368K Sell
848
-76
-8% -$30.2K 0.06% 173
2021
Q3 		$368K Buy
924
+13
+1% +$6.18K 0.06% 180
2021
Q2 		$458K Sell
911
-37
-4% -$18.7K 0.08% 152
2021
Q1 		$461K Buy
948
+300
+46% +$143K 0.09% 154
2020
Q4 		$331K Sell
648
-60
-8% -$27.9K 0.07% 158
2020
Q3 		$301K Buy
708
+226
+47% +$96K 0.07% 152
2020
Q2 		$201K Buy
+482
New +$176K 0.05% 189

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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 $187B AUM 18.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LVW Advisors's FICO Position: Q4 2025 in Review

LVW Advisors sold out of Fair Isaac (FICO) in Q4 2025, closing a stake of 247 shares — an estimated $370K sold.

LVW Advisors first reported a position in FICO in Q2 2020 and held it in 22 quarters. The position peaked at $1.05M in Q3 2024. 985 funds tracked by Wall St. Rank hold FICO as of Q4 2025.

  • LVW Advisors reported no remaining Fair Isaac position as of Q4 2025 after selling out during the quarter.
  • LVW Advisors sold 247 Fair Isaac shares in Q4 2025, an estimated $370K.
  • LVW Advisors first reported a position in Fair Isaac in Q2 2020 and held it in 22 quarters.
  • LVW Advisors's Fair Isaac position peaked at $1.05M in Q3 2024.
  • 985 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2025.

Based on LVW Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.