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United Capital Financial Advisors’s Fair Isaac FICO Stock Holding History

United Capital Financial 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
2026
Q2 		$536K Buy
449
+52
+13% +$58.2K ﹤0.01% 1082
2026
Q1 		$424K Sell
397
-392
-50% -$538K ﹤0.01% 1151
2025
Q4 		$1.33M Buy
789
+133
+20% +$229K 0.01% 646
2025
Q3 		$982K Buy
656
+359
+121% +$540K 0.01% 639
2025
Q2 		$543K Sell
297
-17
-5% -$31.9K ﹤0.01% 759
2025
Q1 		$579K Buy
314
+37
+13% +$68.5K 0.01% 705
2024
Q4 		$551K Buy
277
+3
+1% +$6.41K ﹤0.01% 707
2024
Q3 		$533K Buy
274
+9
+3% +$15.4K ﹤0.01% 711
2024
Q2 		$394K Sell
265
-17
-6% -$22K ﹤0.01% 774
2024
Q1 		$352K Buy
282
+12
+4% +$15K ﹤0.01% 831
2023
Q4 		$314K Buy
+270
New +$272K ﹤0.01% 850
2023
Q3 		– Sell
-1,252
Closed -$1.01M – 857
2023
Q2 		$1.01M Buy
+1,252
New +$939K 0.01% 544
2019
Q4 		– Sell
-346
Closed -$105K – 1394
2019
Q3 		$105K Buy
+346
New +$117K ﹤0.01% 1241

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's FICO Position: Q2 2026 in Review

United Capital Financial Advisors increased its Fair Isaac (FICO) stake by 13% in Q2 2026, buying an estimated $58.2K and bringing the position to 449 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

United Capital Financial Advisors first reported a position in FICO in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.33M in Q4 2025. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • United Capital Financial Advisors held 449 shares of Fair Isaac worth $536K as of Q2 2026.
  • United Capital Financial Advisors bought 52 Fair Isaac shares in Q2 2026, an estimated $58.2K.
  • Fair Isaac made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1082 holding.
  • United Capital Financial Advisors first reported a position in Fair Isaac in Q3 2019 and has held it in 13 quarters since.
  • United Capital Financial Advisors's Fair Isaac position peaked at $1.33M in Q4 2025.
  • 848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.