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WealthTrak Capital Management’s Fair Isaac FICO Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-1
Closed -$1.83K – 379
2025
Q2 		$1.83K Hold
1
– – ﹤0.01% 453
2025
Q1 		$1.84K Buy
+1
New +$1.85K ﹤0.01% 398

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VFCM
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Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WealthTrak Capital Management's FICO Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 1 share — an estimated $1.83K sold.

WealthTrak Capital Management first reported a position in FICO in Q1 2025 and held it in 2 quarters. The position peaked at $1.84K in Q1 2025. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 Fair Isaac share in Q3 2025, an estimated $1.83K.
  • WealthTrak Capital Management first reported a position in Fair Isaac in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Fair Isaac position peaked at $1.84K in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.