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Physician Wealth Advisors’s Fair Isaac FICO Stock Holding History

Physician Wealth Advisors’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
Q2 		$13.1K Buy
+11
New +$12.3K ﹤0.01% 799
2026
Q1 		– Sell
-16
Closed -$27.1K – 2126
2025
Q4 		$27.1K Buy
16
+10
+167% +$17.2K ﹤0.01% 511
2025
Q3 		$8.98K Buy
6
+3
+100% +$4.51K ﹤0.01% 767
2025
Q2 		$5.48K Buy
+3
New +$5.63K ﹤0.01% 772

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Physician Wealth Advisors's FICO Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Fair Isaac (FICO) in Q2 2026: 11 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in FICO as recently as Q4 2025.

Physician Wealth Advisors first reported a position in FICO in Q2 2025 and has held it in 4 quarters since. The position peaked at $27.1K in Q4 2025. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Physician Wealth Advisors held 11 shares of Fair Isaac worth $13.1K as of Q2 2026.
  • Fair Isaac was a new Physician Wealth Advisors position in Q2 2026.
  • Fair Isaac made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #799 holding.
  • Physician Wealth Advisors first reported a position in Fair Isaac in Q2 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Fair Isaac position peaked at $27.1K in Q4 2025.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.