RWM
FICO icon

Ritholtz Wealth Management’s Fair Isaac FICO Stock Holding History

Ritholtz Wealth 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
2026
Q1 		$4.69M Sell
4,392
-269
-6% -$369K 0.08% 177
2025
Q4 		$7.88M Sell
4,661
-35
-0.7% -$60.2K 0.14% 81
2025
Q3 		$7.03M Buy
4,696
+254
+6% +$382K 0.14% 88
2025
Q2 		$8.12M Sell
4,442
-481
-10% -$903K 0.18% 63
2025
Q1 		$9.08M Sell
4,923
-338
-6% -$626K 0.27% 49
2024
Q4 		$10.5M Sell
5,261
-225
-4% -$481K 0.31% 40
2024
Q3 		$10.7M Sell
5,486
-87
-2% -$149K 0.32% 42
2024
Q2 		$8.3M Sell
5,573
-437
-7% -$565K 0.27% 43
2024
Q1 		$7.51M Sell
6,010
-427
-7% -$534K 0.26% 48
2023
Q4 		$7.49M Sell
6,437
-401
-6% -$404K 0.29% 43
2023
Q3 		$5.94M Sell
6,838
-166
-2% -$142K 0.27% 51
2023
Q2 		$5.67M Sell
7,004
-70
-1% -$52.5K 0.26% 51
2023
Q1 		$4.97M Buy
7,074
+1,526
+28% +$1.02M 0.25% 55
2022
Q4 		$3.32M Buy
5,548
+1,673
+43% +$880K 0.19% 83
2022
Q3 		$1.6M Buy
3,875
+1,881
+94% +$854K 0.08% 160
2022
Q2 		$799K Buy
1,994
+1,527
+327% +$602K 0.05% 230
2022
Q1 		$218K Buy
+467
New +$220K 0.01% 492
2016
Q4 		$399K Buy
+3,347
New +$398K 0.2% 50

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritholtz Wealth Management's FICO Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Fair Isaac (FICO) stake by 5.8% in Q1 2026, selling an estimated $369K and leaving 4,392 shares worth $4.69M. The position accounts for 0.08% of the portfolio, ranked #177.

Ritholtz Wealth Management first reported a position in FICO in Q4 2016 and has held it in 18 quarters since. The position peaked at $10.7M in Q3 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Ritholtz Wealth Management held 4,392 shares of Fair Isaac worth $4.69M as of Q1 2026.
  • Ritholtz Wealth Management sold 269 Fair Isaac shares in Q1 2026, an estimated $369K.
  • Fair Isaac made up 0.08% of Ritholtz Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Ritholtz Wealth Management first reported a position in Fair Isaac in Q4 2016 and has held it in 18 quarters since.
  • Ritholtz Wealth Management's Fair Isaac position peaked at $10.7M in Q3 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.