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 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 New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s FICO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Fair Isaac (FICO) stake by 39% in Q1 2026, selling an estimated $475K and leaving 548 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Wealthspire Advisors (New York) first reported a position in FICO in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q3 2024. 853 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Wealthspire Advisors (New York) held 548 shares of Fair Isaac worth $585K as of Q1 2026.
Wealthspire Advisors (New York) sold 346 Fair Isaac shares in Q1 2026, an estimated $475K.
Fair Isaac made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #532 holding.
Wealthspire Advisors (New York) first reported a position in Fair Isaac in Q3 2023 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Fair Isaac position peaked at $2.64M in Q3 2024.
853 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.