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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
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
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 $3.37T AUM 44.26% 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

SHP Wealth Management's FICO Position: Q1 2026 in Review

SHP Wealth Management increased its Fair Isaac (FICO) stake by 600% in Q1 2026, buying an estimated $8.23K and bringing the position to 7 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

SHP Wealth Management first reported a position in FICO in Q4 2025 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • SHP Wealth Management held 7 shares of Fair Isaac worth $7.55K as of Q1 2026.
  • SHP Wealth Management bought 6 Fair Isaac shares in Q1 2026, an estimated $8.23K.
  • Fair Isaac made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #970 holding.
  • SHP Wealth Management first reported a position in Fair Isaac in Q4 2025 and has held it in 2 quarters since.
  • 853 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.