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Net Worth Advisory Group’s Fair Isaac FICO Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-177
Closed -$323K – 432
2025
Q2 		$323K Buy
177
+8
+5% +$15K 0.07% 278
2025
Q1 		$312K Sell
169
-45
-21% -$83.3K 0.1% 242
2024
Q4 		$426K Buy
214
+1
+0.5% +$2.14K 0.13% 190
2024
Q3 		$415K Buy
+213
New +$364K 0.12% 195

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Net Worth Advisory Group's FICO Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 177 shares — an estimated $323K sold.

Net Worth Advisory Group first reported a position in FICO in Q3 2024 and held it in 4 quarters. The position peaked at $426K in Q4 2024. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 177 Fair Isaac shares in Q3 2025, an estimated $323K.
  • Net Worth Advisory Group first reported a position in Fair Isaac in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Fair Isaac position peaked at $426K in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.