Meritas Wealth Management’s Fair Isaac FICO Stock Holding History

Meritas 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 Q2	$496K	Hold	415	–	–	0.19%	39
2026 Q1	$443K	Sell	415 -260	-39%	-$357K	0.2%	39
2025 Q4	$1.14M	Sell	675 -115	-15%	-$198K	0.55%	23
2025 Q3	$1.18M	Sell	790 -148	-16%	-$223K	0.59%	23
2025 Q2	$1.71M	Sell	938 -230	-20%	-$432K	0.94%	16
2025 Q1	$2.15M	Hold	1,168	–	–	1.26%	14
2024 Q4	$2.33M	Sell	1,168 -47	-4%	-$100K	1.4%	14
2024 Q3	$2.36M	Hold	1,215	–	–	1.46%	14
2024 Q2	$1.81M	Hold	1,215	–	–	1.28%	14
2024 Q1	$1.52M	Hold	1,215	–	–	1.06%	16
2023 Q4	$1.41M	Sell	1,215 -5	-0.4%	-$5.03K	1.06%	17
2023 Q3	$1.06M	Hold	1,220	–	–	0.81%	16
2023 Q2	$987K	Hold	1,220	–	–	0.74%	17
2023 Q1	$857K	Sell	1,220 -200	-14%	-$133K	0.67%	19
2022 Q4	$850K	Buy	+1,420	New	+$747K	0.7%	19

Other funds holding FICO

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Meritas Wealth Management's FICO Position: Q2 2026 in Review

Meritas Wealth Management held its Fair Isaac (FICO) position steady in Q2 2026 at 415 shares worth $496K. The position accounts for 0.19% of the portfolio, ranked #39.

Meritas Wealth Management first reported a position in FICO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.36M in Q3 2024. 296 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Meritas Wealth Management held 415 shares of Fair Isaac worth $496K as of Q2 2026.
Meritas Wealth Management left its Fair Isaac share count unchanged in Q2 2026.
Fair Isaac made up 0.19% of Meritas Wealth Management's portfolio in Q2 2026, its #39 holding.
Meritas Wealth Management first reported a position in Fair Isaac in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's Fair Isaac position peaked at $2.36M in Q3 2024.
296 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.