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Private Wealth Asset Management’s Fair Isaac FICO Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-4
Closed -$7.38K – 1152
2025
Q1 		$7.38K Buy
+4
New +$7.41K ﹤0.01% 676

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Private Wealth Asset Management's FICO Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 4 shares — an estimated $7.38K sold.

Private Wealth Asset Management first reported a position in FICO in Q1 2025 and held it in 1 quarter. The position peaked at $7.38K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 4 Fair Isaac shares in Q2 2025, an estimated $7.38K.
  • Private Wealth Asset Management first reported a position in Fair Isaac in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Fair Isaac position peaked at $7.38K in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.