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Optivise Advisory Services’s Fair Isaac FICO Stock Holding History

Optivise Advisory 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
2025
Q3 		– Sell
-217
Closed -$396K – 210
2025
Q2 		$396K Buy
217
+33
+18% +$62K 0.2% 110
2025
Q1 		$338K Buy
+184
New +$341K 0.19% 113
2024
Q3 		– Sell
-180
Closed -$269K – 173
2024
Q2 		$269K Buy
+180
New +$233K 0.15% 141

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

Optivise Advisory Services's FICO Position: Q3 2025 in Review

Optivise Advisory Services sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 217 shares — an estimated $396K sold.

Optivise Advisory Services first reported a position in FICO in Q2 2024 and held it in 3 quarters. The position peaked at $396K in Q2 2025. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Optivise Advisory Services reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 217 Fair Isaac shares in Q3 2025, an estimated $396K.
  • Optivise Advisory Services first reported a position in Fair Isaac in Q2 2024 and held it in 3 quarters.
  • Optivise Advisory Services's Fair Isaac position peaked at $396K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.