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Valley Wealth Managers’s Fair Isaac FICO Stock Holding History

Valley Wealth Managers’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 		– Sell
-393
Closed -$420K – 345
2026
Q1 		$420K Sell
393
-23
-6% -$31.5K 0.03% 167
2025
Q4 		$703K Buy
416
+2
+0.5% +$3.44K 0.05% 147
2025
Q3 		$620K Buy
414
+106
+34% +$159K 0.04% 153
2025
Q2 		$563K Sell
308
-18
-6% -$33.8K 0.04% 152
2025
Q1 		$601K Sell
326
-4
-1% -$7.41K 0.05% 145
2024
Q4 		$657K Buy
330
+1
+0.3% +$2.14K 0.05% 143
2024
Q3 		$639K Buy
329
+20
+6% +$34.2K 0.05% 145
2024
Q2 		$460K Sell
309
-2
-0.6% -$2.58K 0.04% 156
2024
Q1 		$389K Sell
311
-21
-6% -$26.3K 0.03% 165
2023
Q4 		$386K Sell
332
-41
-11% -$41.3K 0.03% 150
2023
Q3 		$324K Buy
373
+8
+2% +$6.87K 0.03% 156
2023
Q2 		$295K Sell
365
-16
-4% -$12K 0.03% 135
2023
Q1 		$268K Sell
381
-41
-10% -$27.3K 0.02% 138
2022
Q4 		$253K Sell
422
-89
-17% -$46.8K 0.02% 147
2022
Q3 		$211K Sell
511
-3
-0.6% -$1.36K 0.02% 161
2022
Q2 		$206K Sell
514
-161
-24% -$63.5K 0.02% 177
2022
Q1 		$315K Buy
675
+49
+8% +$23.1K 0.03% 154
2021
Q4 		$271K Buy
626
+97
+18% +$38.5K 0.02% 172
2021
Q3 		$211K Buy
529
+51
+11% +$24.3K 0.02% 181
2021
Q2 		$240K Buy
+478
New +$242K 0.02% 177

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

Valley Wealth Managers's FICO Position: Q2 2026 in Review

Valley Wealth Managers sold out of Fair Isaac (FICO) in Q2 2026, closing a stake of 393 shares — an estimated $420K sold.

Valley Wealth Managers first reported a position in FICO in Q2 2021 and held it in 20 quarters. The position peaked at $703K in Q4 2025. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Valley Wealth Managers reported no remaining Fair Isaac position as of Q2 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 393 Fair Isaac shares in Q2 2026, an estimated $420K.
  • Valley Wealth Managers first reported a position in Fair Isaac in Q2 2021 and held it in 20 quarters.
  • Valley Wealth Managers's Fair Isaac position peaked at $703K in Q4 2025.
  • 846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.