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Marshall & Sterling Wealth Advisors’s Fair Isaac FICO Stock Holding History

Marshall & Sterling Wealth 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
Q2 		– Sell
-5
Closed -$9.22K – 646
2025
Q1 		$9.22K Buy
+5
New +$9.26K 0.01% 331

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FICO Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 5 shares — an estimated $9.22K sold.

Marshall & Sterling Wealth Advisors first reported a position in FICO in Q1 2025 and held it in 1 quarter. The position peaked at $9.22K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 5 Fair Isaac shares in Q2 2025, an estimated $9.22K.
  • Marshall & Sterling Wealth Advisors first reported a position in Fair Isaac in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Fair Isaac position peaked at $9.22K in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.