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True Wealth Design’s Fair Isaac FICO Stock Holding History

True Wealth Design’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 		$9.56K Buy
8
+4
+100% +$4.48K ﹤0.01% 1075
2026
Q1 		$4.27K Hold
4
– – ﹤0.01% 1258
2025
Q4 		$6.76K Buy
+4
New +$6.89K ﹤0.01% 984
2025
Q3 		– Sell
-2
Closed -$3.66K – 2774
2025
Q2 		$3.66K Sell
2
-1
-33% -$1.88K ﹤0.01% 934
2025
Q1 		$5.53K Sell
3
-18
-86% -$33.3K ﹤0.01% 654
2024
Q4 		$41.8K Buy
21
+1
+5% +$2.14K 0.02% 198
2024
Q3 		$38.9K Buy
20
+18
+900% +$30.8K 0.02% 181
2024
Q2 		$2.98K Buy
2
+1
+100% +$1.29K ﹤0.01% 318
2024
Q1 		$1.25K Hold
1
– – ﹤0.01% 409
2023
Q4 		$1.17K Hold
1
– – ﹤0.01% 343
2023
Q3 		$869 Hold
1
– – ﹤0.01% 337
2023
Q2 		$810 Hold
1
– – ﹤0.01% 352
2023
Q1 		$703 Hold
1
– – ﹤0.01% 455
2022
Q4 		$599 Buy
+1
New +$526 ﹤0.01% 420

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 $3.37T AUM 44.26% 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

True Wealth Design's FICO Position: Q2 2026 in Review

True Wealth Design increased its Fair Isaac (FICO) stake by 100% in Q2 2026, buying an estimated $4.48K and bringing the position to 8 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

True Wealth Design first reported a position in FICO in Q4 2022 and has held it in 14 quarters since. The position peaked at $41.8K in Q4 2024. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • True Wealth Design held 8 shares of Fair Isaac worth $9.56K as of Q2 2026.
  • True Wealth Design bought 4 Fair Isaac shares in Q2 2026, an estimated $4.48K.
  • Fair Isaac made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1075 holding.
  • True Wealth Design first reported a position in Fair Isaac in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Fair Isaac position peaked at $41.8K in Q4 2024.
  • 840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.