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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's FICO Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Fair Isaac (FICO) stake by 50% in Q1 2026, selling an estimated $538K and leaving 397 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

United Capital Financial Advisors first reported a position in FICO in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

United Capital Financial Advisors held 397 shares of Fair Isaac worth $424K as of Q1 2026.
United Capital Financial Advisors sold 392 Fair Isaac shares in Q1 2026, an estimated $538K.
Fair Isaac made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1151 holding.
United Capital Financial Advisors first reported a position in Fair Isaac in Q3 2019 and has held it in 12 quarters since.
United Capital Financial Advisors's Fair Isaac position peaked at $1.33M in Q4 2025.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.