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NewEdge Wealth’s Fair Isaac FICO Stock Holding History

NewEdge Wealth’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 		– Sell
-355
Closed -$600K – 1184
2025
Q4 		$600K Buy
355
+221
+165% +$380K 0.01% 770
2025
Q3 		$218K Sell
134
-1,272
-90% -$1.91M ﹤0.01% 966
2025
Q2 		$1.88M Sell
1,406
-24
-2% -$45.1K 0.03% 392
2025
Q1 		$2.64M Sell
1,430
-208
-13% -$385K 0.05% 296
2024
Q4 		$3.26M Sell
1,638
-1,601
-49% -$3.42M 0.06% 259
2024
Q3 		$6.3M Buy
3,239
+314
+11% +$537K 0.11% 160
2024
Q2 		$4.35M Buy
2,925
+47
+2% +$60.7K 0.09% 184
2024
Q1 		$3.35M Buy
2,878
+413
+17% +$517K 0.08% 222
2023
Q4 		$2.87M Buy
2,465
+88
+4% +$88.6K 0.07% 233
2023
Q3 		$2.06M Buy
2,377
+202
+9% +$173K 0.07% 252
2023
Q2 		$1.76M Sell
2,175
-1,188
-35% -$891K 0.06% 273
2023
Q1 		$2.36M Buy
3,363
+27
+0.8% +$18K 0.09% 195
2022
Q4 		$2M Buy
3,336
+182
+6% +$95.8K 0.09% 211
2022
Q3 		$1.3M Buy
3,154
+127
+4% +$57.6K 0.06% 245
2022
Q2 		$1.21M Buy
3,027
+1,172
+63% +$462K 0.06% 267
2022
Q1 		$865K Buy
1,855
+422
+29% +$199K 0.04% 236
2021
Q4 		$621K Sell
1,433
-142
-9% -$56.4K 0.03% 270
2021
Q3 		$627K Buy
1,575
+162
+11% +$77K 0.04% 209
2021
Q2 		$710K Buy
1,413
+47
+3% +$23.8K 0.05% 192
2021
Q1 		$664K Buy
+1,366
New +$649K 0.07% 197

Other funds holding FICO

BlackRock
BlackRock New York $5.72T 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

NewEdge Wealth's FICO Position: Q1 2026 in Review

NewEdge Wealth sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 355 shares — an estimated $600K sold.

NewEdge Wealth first reported a position in FICO in Q1 2021 and held it in 20 quarters. The position peaked at $6.3M in Q3 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • NewEdge Wealth reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 355 Fair Isaac shares in Q1 2026, an estimated $600K.
  • NewEdge Wealth first reported a position in Fair Isaac in Q1 2021 and held it in 20 quarters.
  • NewEdge Wealth's Fair Isaac position peaked at $6.3M in Q3 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.