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Sagespring Wealth Partners’s Fair Isaac FICO Stock Holding History

Sagespring 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
2026
Q1 		– Sell
-164
Closed -$277K – 809
2025
Q4 		$277K Buy
+164
New +$282K 0.01% 646
2025
Q3 		– Sell
-143
Closed -$262K – 744
2025
Q2 		$262K Sell
143
-20
-12% -$37.6K 0.01% 621
2025
Q1 		$301K Buy
163
+28
+21% +$51.9K 0.01% 516
2024
Q4 		$269K Buy
+135
New +$288K 0.01% 507

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

Sagespring Wealth Partners's FICO Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 164 shares — an estimated $277K sold.

Sagespring Wealth Partners first reported a position in FICO in Q4 2024 and held it in 4 quarters. The position peaked at $301K in Q1 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 164 Fair Isaac shares in Q1 2026, an estimated $277K.
  • Sagespring Wealth Partners first reported a position in Fair Isaac in Q4 2024 and held it in 4 quarters.
  • Sagespring Wealth Partners's Fair Isaac position peaked at $301K in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.