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Unique Wealth Strategies’s Fair Isaac FICO Stock Holding History

Unique Wealth Strategies’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
-277
Closed -$507K – 229
2025
Q2 		$507K Buy
277
+3
+1% +$5.63K 0.21% 149
2025
Q1 		$506K Buy
274
+20
+8% +$37K 0.23% 133
2024
Q4 		$505K Buy
254
+12
+5% +$25.6K 0.22% 140
2024
Q3 		$470K Buy
+242
New +$414K 0.2% 158

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

Unique Wealth Strategies's FICO Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 277 shares — an estimated $507K sold.

Unique Wealth Strategies first reported a position in FICO in Q3 2024 and held it in 4 quarters. The position peaked at $507K in Q2 2025. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 277 Fair Isaac shares in Q3 2025, an estimated $507K.
  • Unique Wealth Strategies first reported a position in Fair Isaac in Q3 2024 and held it in 4 quarters.
  • Unique Wealth Strategies's Fair Isaac position peaked at $507K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.