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Meridian Wealth Management’s Fair Isaac FICO Stock Holding History

Meridian 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
2025
Q3 		– Sell
-584
Closed -$1.07M – 714
2025
Q2 		$1.07M Sell
584
-85
-13% -$160K 0.05% 298
2025
Q1 		$1.23M Buy
669
+132
+25% +$244K 0.06% 250
2024
Q4 		$1.07M Buy
537
+252
+88% +$538K 0.05% 283
2024
Q3 		$554K Buy
+285
New +$488K 0.03% 392
2024
Q2 		– Sell
-283
Closed -$354K – 370
2024
Q1 		$354K Hold
283
– – 0.06% 164
2023
Q4 		$329K Sell
283
-371
-57% -$373K 0.02% 478
2023
Q3 		$568K Buy
+654
New +$561K 0.03% 340

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Meridian Wealth Management's FICO Position: Q3 2025 in Review

Meridian Wealth Management sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 584 shares — an estimated $1.07M sold.

Meridian Wealth Management first reported a position in FICO in Q3 2023 and held it in 7 quarters. The position peaked at $1.23M in Q1 2025. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Meridian Wealth Management reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 584 Fair Isaac shares in Q3 2025, an estimated $1.07M.
  • Meridian Wealth Management first reported a position in Fair Isaac in Q3 2023 and held it in 7 quarters.
  • Meridian Wealth Management's Fair Isaac position peaked at $1.23M in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.