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Mowery & Schoenfeld Wealth Management’s Fair Isaac FICO Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-2
Closed -$3.69K – 415
2025
Q1 		$3.69K Buy
+2
New +$3.7K 0.01% 346

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FICO Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 2 shares — an estimated $3.69K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FICO in Q1 2025 and held it in 1 quarter. The position peaked at $3.69K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2 Fair Isaac shares in Q2 2025, an estimated $3.69K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Fair Isaac in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Fair Isaac position peaked at $3.69K in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.