San Luis Wealth Advisors’s Fair Isaac FICO Stock Holding History

San Luis 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	$300K	Sell	251 -1	-0.4%	-$1.12K	0.05%	155
2026 Q1	$269K	Sell	252 -1	-0.4%	-$1.37K	0.04%	148
2025 Q4	$428K	Hold	253	–	–	0.07%	133
2025 Q3	$379K	Buy	253 +7	+3%	+$10.5K	0.07%	143
2025 Q2	$450K	Hold	246	–	–	0.1%	105
2025 Q1	$454K	Hold	246	–	–	0.1%	94
2024 Q4	$490K	Hold	246	–	–	0.09%	96
2024 Q3	$478K	Hold	246	–	–	0.1%	97
2024 Q2	$366K	Buy	+246	New	+$318K	0.09%	87
2022 Q2	–	Sell	-234	Closed	-$101K	–	198
2022 Q1	$101K	Buy	+234	New	+$110K	0.05%	194

Other funds holding FICO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

San Luis Wealth Advisors's FICO Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Fair Isaac (FICO) stake by 0.4% in Q2 2026, selling an estimated $1.12K and leaving 251 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #155.

San Luis Wealth Advisors first reported a position in FICO in Q1 2022 and has held it in 10 quarters since. The position peaked at $490K in Q4 2024. 842 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

San Luis Wealth Advisors held 251 shares of Fair Isaac worth $300K as of Q2 2026.
San Luis Wealth Advisors sold 1 Fair Isaac share in Q2 2026, an estimated $1.12K.
Fair Isaac made up 0.05% of San Luis Wealth Advisors's portfolio in Q2 2026, its #155 holding.
San Luis Wealth Advisors first reported a position in Fair Isaac in Q1 2022 and has held it in 10 quarters since.
San Luis Wealth Advisors's Fair Isaac position peaked at $490K in Q4 2024.
842 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.