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Portside Wealth Group’s Fair Isaac FICO Stock Holding History

Portside Wealth Group’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
-143
Closed -$242K – 487
2025
Q4 		$242K Sell
143
-137
-49% -$236K 0.03% 409
2025
Q3 		$419K Sell
280
-39
-12% -$58.6K 0.06% 301
2025
Q2 		$583K Buy
319
+148
+87% +$278K 0.09% 220
2025
Q1 		$315K Buy
171
+17
+11% +$31.5K 0.05% 321
2024
Q4 		$307K Sell
154
-85
-36% -$182K 0.05% 322
2024
Q3 		$465K Buy
239
+24
+11% +$41.1K 0.08% 236
2024
Q2 		$320K Sell
215
-33
-13% -$42.7K 0.06% 264
2024
Q1 		$310K Buy
248
+26
+12% +$32.5K 0.06% 269
2023
Q4 		$258K Buy
+222
New +$223K 0.05% 293

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 $3.37T AUM 44.26% 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

Portside Wealth Group's FICO Position: Q1 2026 in Review

Portside Wealth Group sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 143 shares — an estimated $242K sold.

Portside Wealth Group first reported a position in FICO in Q4 2023 and held it in 9 quarters. The position peaked at $583K in Q2 2025. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Portside Wealth Group reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 143 Fair Isaac shares in Q1 2026, an estimated $242K.
  • Portside Wealth Group first reported a position in Fair Isaac in Q4 2023 and held it in 9 quarters.
  • Portside Wealth Group's Fair Isaac position peaked at $583K in Q2 2025.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.