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Valeo Financial Advisors’s Fair Isaac FICO Stock Holding History

Valeo 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 		– Sell
-194
Closed -$328K – 807
2025
Q4 		$328K Buy
+194
New +$334K 0.01% 588
2025
Q2 		– Sell
-142
Closed -$262K – 795
2025
Q1 		$262K Buy
142
+6
+4% +$11.1K 0.01% 561
2024
Q4 		$271K Buy
136
+4
+3% +$8.54K 0.01% 580
2024
Q3 		$257K Buy
+132
New +$226K 0.01% 578
2020
Q3 		– Sell
-3
Closed -$1K – 1768
2020
Q2 		$1K Hold
3
– – ﹤0.01% 1873
2020
Q1 		$1K Buy
+3
New +$1.1K ﹤0.01% 1647

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's FICO Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 194 shares — an estimated $328K sold.

Valeo Financial Advisors first reported a position in FICO in Q1 2020 and held it in 6 quarters. The position peaked at $328K in Q4 2025. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 194 Fair Isaac shares in Q1 2026, an estimated $328K.
  • Valeo Financial Advisors first reported a position in Fair Isaac in Q1 2020 and held it in 6 quarters.
  • Valeo Financial Advisors's Fair Isaac position peaked at $328K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.