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Thrive Wealth Management’s Fair Isaac FICO Stock Holding History

Thrive 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
2025
Q3 		– Sell
-124
Closed -$227K – 245
2025
Q2 		$227K Buy
124
+10
+9% +$18.8K 0.04% 207
2025
Q1 		$210K Buy
+114
New +$211K 0.04% 207
2024
Q4 		– Sell
-217
Closed -$422K – 208
2024
Q3 		$422K Sell
217
-6
-3% -$10.3K 0.08% 131
2024
Q2 		$332K Buy
223
+27
+14% +$34.9K 0.07% 153
2024
Q1 		$245K Buy
196
+7
+4% +$8.76K 0.05% 183
2023
Q4 		$220K Buy
+189
New +$190K 0.05% 178

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Thrive Wealth Management's FICO Position: Q3 2025 in Review

Thrive Wealth Management sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 124 shares — an estimated $227K sold.

Thrive Wealth Management first reported a position in FICO in Q4 2023 and held it in 6 quarters. The position peaked at $422K in Q3 2024. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Thrive Wealth Management reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 124 Fair Isaac shares in Q3 2025, an estimated $227K.
  • Thrive Wealth Management first reported a position in Fair Isaac in Q4 2023 and held it in 6 quarters.
  • Thrive Wealth Management's Fair Isaac position peaked at $422K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Thrive Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.