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SHP Wealth Management’s Fair Isaac FICO Stock Holding History

SHP 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
Q2 		$15.5K Buy
13
+6
+86% +$6.72K ﹤0.01% 850
2026
Q1 		$7.55K Buy
7
+6
+600% +$8.23K ﹤0.01% 970
2025
Q4 		$1.81K Buy
+1
New +$1.72K ﹤0.01% 1150

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 $3.38T AUM 44.17% 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

SHP Wealth Management's FICO Position: Q2 2026 in Review

SHP Wealth Management increased its Fair Isaac (FICO) stake by 86% in Q2 2026, buying an estimated $6.72K and bringing the position to 13 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

SHP Wealth Management first reported a position in FICO in Q4 2025 and has held it in 3 quarters since. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • SHP Wealth Management held 13 shares of Fair Isaac worth $15.5K as of Q2 2026.
  • SHP Wealth Management bought 6 Fair Isaac shares in Q2 2026, an estimated $6.72K.
  • Fair Isaac made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #850 holding.
  • SHP Wealth Management first reported a position in Fair Isaac in Q4 2025 and has held it in 3 quarters since.
  • 848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.