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Marks Group Wealth Management’s Fair Isaac FICO Stock Holding History

Marks Group 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
2026
Q1 		$2.58M Sell
2,418
-1,005
-29% -$1.38M 0.25% 110
2025
Q4 		$5.79M Sell
3,423
-1,075
-24% -$1.85M 0.55% 68
2025
Q3 		$6.73M Sell
4,498
-207
-4% -$311K 0.63% 74
2025
Q2 		$8.6M Sell
4,705
-166
-3% -$312K 0.8% 53
2025
Q1 		$8.98M Sell
4,871
-72
-1% -$133K 0.86% 33
2024
Q4 		$9.84M Sell
4,943
-149
-3% -$318K 0.97% 19
2024
Q3 		$9.9M Sell
5,092
-1,058
-17% -$1.81M 0.94% 18
2024
Q2 		$9.16M Sell
6,150
-62
-1% -$80.1K 0.96% 17
2024
Q1 		$7.76M Buy
6,212
+94
+2% +$118K 0.81% 51
2023
Q4 		$7.12M Sell
6,118
-263
-4% -$265K 0.81% 54
2023
Q3 		$5.54M Sell
6,381
-405
-6% -$348K 0.69% 69
2023
Q2 		$5.49M Sell
6,786
-253
-4% -$190K 0.65% 68
2023
Q1 		$4.95M Sell
7,039
-77
-1% -$51.2K 0.63% 70
2022
Q4 		$4.26M Sell
7,116
-16
-0.2% -$8.42K 0.58% 74
2022
Q3 		$2.94M Buy
7,132
+51
+0.7% +$23.1K 0.45% 80
2022
Q2 		$2.84M Sell
7,081
-2,909
-29% -$1.15M 0.41% 87
2022
Q1 		$4.66M Buy
9,990
+899
+10% +$424K 0.59% 71
2021
Q4 		$3.94M Buy
9,091
+699
+8% +$278K 0.48% 75
2021
Q3 		$3.35M Buy
8,392
+413
+5% +$196K 0.45% 81
2021
Q2 		$4.13M Buy
7,979
+139
+2% +$70.3K 0.57% 81
2021
Q1 		$3.77M Buy
7,840
+410
+6% +$195K 0.56% 84
2020
Q4 		$3.8M Buy
7,430
+496
+7% +$231K 0.59% 77
2020
Q3 		$2.95M Buy
6,934
+401
+6% +$170K 0.53% 83
2020
Q2 		$2.74M Buy
6,533
+631
+11% +$230K 0.56% 81
2020
Q1 		$1.82M Buy
5,902
+201
+4% +$74K 0.47% 91
2019
Q4 		$2.14M Buy
+5,701
New +$1.92M 0.42% 98

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

Marks Group Wealth Management's FICO Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Fair Isaac (FICO) stake by 29% in Q1 2026, selling an estimated $1.38M and leaving 2,418 shares worth $2.58M. The position accounts for 0.25% of the portfolio, ranked #110.

Marks Group Wealth Management first reported a position in FICO in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.9M in Q3 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Marks Group Wealth Management held 2,418 shares of Fair Isaac worth $2.58M as of Q1 2026.
  • Marks Group Wealth Management sold 1,005 Fair Isaac shares in Q1 2026, an estimated $1.38M.
  • Fair Isaac made up 0.25% of Marks Group Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Marks Group Wealth Management first reported a position in Fair Isaac in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Fair Isaac position peaked at $9.9M in Q3 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.