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Premier Path Wealth Partners’s Fair Isaac FICO Stock Holding History

Premier Path Wealth Partners’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
-110
Closed -$201K – 394
2025
Q2 		$201K Hold
110
– – 0.03% 377
2025
Q1 		$203K Buy
110
+4
+4% +$7.41K 0.03% 365
2024
Q4 		$211K Buy
106
+3
+3% +$6.41K 0.03% 359
2024
Q3 		$200K Buy
+103
New +$176K 0.03% 359

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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

Premier Path Wealth Partners's FICO Position: Q3 2025 in Review

Premier Path Wealth Partners sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 110 shares — an estimated $201K sold.

Premier Path Wealth Partners first reported a position in FICO in Q3 2024 and held it in 4 quarters. The position peaked at $211K in Q4 2024. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Premier Path Wealth Partners reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 110 Fair Isaac shares in Q3 2025, an estimated $201K.
  • Premier Path Wealth Partners first reported a position in Fair Isaac in Q3 2024 and held it in 4 quarters.
  • Premier Path Wealth Partners's Fair Isaac position peaked at $211K in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Premier Path Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.