MGIA
FICO icon

Moneta Group Investment Advisors’s Fair Isaac FICO Stock Holding History

Moneta Group Investment 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
2026
Q1 		$6.97M Sell
6,528
-11
-0.2% -$15.1K 0.05% 134
2025
Q4 		$11.1M Sell
6,539
-60
-0.9% -$103K 0.08% 108
2025
Q3 		$9.88M Sell
6,599
-264
-4% -$397K 0.08% 114
2025
Q2 		$12.5M Sell
6,863
-86
-1% -$161K 0.15% 84
2025
Q1 		$12.8M Buy
6,949
+6,622
+2,025% +$12.3M 0.18% 76
2024
Q4 		$651K Buy
327
+72
+28% +$154K 0.01% 349
2024
Q3 		$496K Sell
255
-16
-6% -$27.4K 0.01% 406
2024
Q2 		$403K Buy
271
+91
+51% +$118K 0.01% 426
2024
Q1 		$225K Sell
180
-24
-12% -$30K ﹤0.01% 553
2023
Q4 		$237K Buy
+204
New +$205K ﹤0.01% 496
2015
Q4 		– Sell
-153
Closed -$13K – 239
2015
Q3 		$13K Buy
+153
New +$13.5K ﹤0.01% 381

Other funds holding FICO

BlackRock
BlackRock New York $5.7T 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