Mount Yale Investment Advisors’s Fair Isaac FICO Stock Holding History

Mount Yale 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	$351K	Buy	+294	New	+$329K	0.01%	919
2025 Q3	–	Sell	-258	Closed	-$472K	–	998
2025 Q2	$472K	Buy	+258	New	+$484K	0.04%	355
2018 Q4	–	Sell	-321	Closed	-$64K	–	473
2018 Q3	$64K	Buy	321 +83	+35%	+$18K	0.01%	558
2018 Q2	$46K	Hold	238	–	–	0.01%	647
2018 Q1	$40K	Buy	+238	New	+$39.7K	0.01%	662

Other funds holding FICO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's FICO Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Fair Isaac (FICO) in Q2 2026: 294 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FICO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in FICO in Q1 2018 and has held it in 5 quarters since. The position peaked at $472K in Q2 2025. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Mount Yale Investment Advisors held 294 shares of Fair Isaac worth $351K as of Q2 2026.
Fair Isaac was a new Mount Yale Investment Advisors position in Q2 2026.
Fair Isaac made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #919 holding.
Mount Yale Investment Advisors first reported a position in Fair Isaac in Q1 2018 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Fair Isaac position peaked at $472K in Q2 2025.
848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.