Secure Asset Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-166
Closed -$281K 347
2025
Q4
$281K Sell
166
-9
-5% -$15.5K 0.04% 278
2025
Q3
$265K Buy
+175
New +$263K 0.04% 264
2025
Q1
Sell
-260
Closed -$518K 327
2024
Q4
$518K Buy
260
+8
+3% +$17.1K 0.08% 191
2024
Q3
$490K Buy
252
+4
+2% +$6.84K 0.08% 180
2024
Q2
$370K Buy
+248
New +$321K 0.07% 199

Other funds holding FICO

Secure Asset Management's FICO Position: Q1 2026 in Review

Secure Asset Management sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 166 shares — an estimated $281K sold.

Secure Asset Management first reported a position in FICO in Q2 2024 and held it in 5 quarters. The position peaked at $518K in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Secure Asset Management reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 166 Fair Isaac shares in Q1 2026, an estimated $281K.
  • Secure Asset Management first reported a position in Fair Isaac in Q2 2024 and held it in 5 quarters.
  • Secure Asset Management's Fair Isaac position peaked at $518K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.