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Simon Quick Advisors’s Fair Isaac FICO Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-147
Closed -$271K – 463
2025
Q1 		$271K Buy
147
+28
+24% +$51.9K 0.02% 466
2024
Q4 		$237K Buy
119
+11
+10% +$23.5K 0.01% 403
2024
Q3 		$210K Buy
+108
New +$185K 0.01% 396
2019
Q3 		– Sell
-2
Closed -$628 – 421
2019
Q2 		$628 Buy
+2
New +$580 ﹤0.01% 446

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Simon Quick Advisors's FICO Position: Q2 2025 in Review

Simon Quick Advisors sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 147 shares — an estimated $271K sold.

Simon Quick Advisors first reported a position in FICO in Q2 2019 and held it in 4 quarters. The position peaked at $271K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Simon Quick Advisors reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 147 Fair Isaac shares in Q2 2025, an estimated $271K.
  • Simon Quick Advisors first reported a position in Fair Isaac in Q2 2019 and held it in 4 quarters.
  • Simon Quick Advisors's Fair Isaac position peaked at $271K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.