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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 856 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.
  • 856 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.