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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
Q2 		– Sell
-6,528
Closed -$6.97M – 897
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moneta Group Investment Advisors's FICO Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 6,528 shares — an estimated $6.97M sold.

Moneta Group Investment Advisors first reported a position in FICO in Q3 2015 and held it in 11 quarters. The position peaked at $12.8M in Q1 2025. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,528 Fair Isaac shares in Q2 2026, an estimated $6.97M.
  • Moneta Group Investment Advisors first reported a position in Fair Isaac in Q3 2015 and held it in 11 quarters.
  • Moneta Group Investment Advisors's Fair Isaac position peaked at $12.8M in Q1 2025.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.