One Charles Private Wealth Services’s Fair Isaac FICO Stock Holding History

One Charles Private Wealth Services’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	-150	Closed	-$254K	–	168
2025 Q4	$254K	Hold	150	–	–	0.07%	139
2025 Q3	$224K	Hold	150	–	–	0.06%	149
2025 Q2	$274K	Hold	150	–	–	0.08%	128
2025 Q1	$277K	Sell	150 -17	-10%	-$31.5K	0.09%	114
2024 Q4	$332K	Hold	167	–	–	0.11%	100
2024 Q3	$325K	Hold	167	–	–	0.12%	112
2024 Q2	$249K	Hold	167	–	–	0.1%	125
2024 Q1	$209K	Buy	+167	New	+$209K	0.09%	140

Other funds holding FICO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Charles Private Wealth Services's FICO Position: Q1 2026 in Review

One Charles Private Wealth Services sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 150 shares — an estimated $254K sold.

One Charles Private Wealth Services first reported a position in FICO in Q1 2024 and held it in 8 quarters. The position peaked at $332K in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

One Charles Private Wealth Services reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
One Charles Private Wealth Services sold 150 Fair Isaac shares in Q1 2026, an estimated $254K.
One Charles Private Wealth Services first reported a position in Fair Isaac in Q1 2024 and held it in 8 quarters.
One Charles Private Wealth Services's Fair Isaac position peaked at $332K in Q4 2024.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on One Charles Private Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.