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Wealthspire Advisors (New York)’s Fair Isaac FICO Stock Holding History

Wealthspire Advisors (New York)’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 		$554K Sell
464
-84
-15% -$94.1K ﹤0.01% 764
2026
Q1 		$585K Sell
548
-346
-39% -$475K ﹤0.01% 532
2025
Q4 		$1.51M Buy
894
+91
+11% +$157K 0.01% 349
2025
Q3 		$1.2M Sell
803
-253
-24% -$380K 0.01% 353
2025
Q2 		$1.93M Sell
1,056
-169
-14% -$317K 0.01% 283
2025
Q1 		$2.26M Sell
1,225
-66
-5% -$122K 0.01% 256
2024
Q4 		$2.57M Sell
1,291
-66
-5% -$141K 0.03% 216
2024
Q3 		$2.64M Sell
1,357
-46
-3% -$78.7K 0.03% 209
2024
Q2 		$2.09M Sell
1,403
-100
-7% -$129K 0.03% 201
2024
Q1 		$1.88M Sell
1,503
-92
-6% -$115K 0.03% 212
2023
Q4 		$1.86M Sell
1,595
-195
-11% -$196K 0.03% 208
2023
Q3 		$1.55M Buy
+1,790
New +$1.54M 0.03% 203

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

Wealthspire Advisors (New York)'s FICO Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Fair Isaac (FICO) stake by 15% in Q2 2026, selling an estimated $94.1K and leaving 464 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Wealthspire Advisors (New York) first reported a position in FICO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.64M in Q3 2024. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Wealthspire Advisors (New York) held 464 shares of Fair Isaac worth $554K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 84 Fair Isaac shares in Q2 2026, an estimated $94.1K.
  • Fair Isaac made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #764 holding.
  • Wealthspire Advisors (New York) first reported a position in Fair Isaac in Q3 2023 and has held it in 12 quarters since.
  • Wealthspire Advisors (New York)'s Fair Isaac position peaked at $2.64M in Q3 2024.
  • 848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.