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Rooted Wealth Advisors’s Fair Isaac FICO Stock Holding History

Rooted 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 		$244K Buy
+204
New +$229K 0.06% 128

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

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

Rooted Wealth Advisors opened a new position in Fair Isaac (FICO) in Q2 2026: 204 shares worth $244K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings.

840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Rooted Wealth Advisors held 204 shares of Fair Isaac worth $244K as of Q2 2026.
  • Fair Isaac was a new Rooted Wealth Advisors position in Q2 2026.
  • Fair Isaac made up 0.06% of Rooted Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • 840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.