WestHill Financial Advisors’s Fair Isaac FICO Stock Holding History

WestHill 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	-164	Closed	-$277K	–	79
2025 Q4	$277K	Hold	164	–	–	0.05%	64
2025 Q3	$245K	Hold	164	–	–	0.05%	67
2025 Q2	$300K	Hold	164	–	–	0.06%	57
2025 Q1	$302K	Hold	164	–	–	0.07%	54
2024 Q4	$327K	Sell	164 -2	-1%	-$4.27K	0.07%	54
2024 Q3	$323K	Buy	166 +16	+11%	+$27.4K	0.07%	57
2024 Q2	$223K	Buy	+150	New	+$194K	0.05%	64
2022 Q4	–	Sell	-695	Closed	-$286K	–	119
2022 Q3	$286K	Hold	695	–	–	0.1%	46
2022 Q2	$279K	Hold	695	–	–	0.09%	45
2022 Q1	$324K	Hold	695	–	–	0.09%	45
2021 Q4	$301K	Hold	695	–	–	0.09%	49
2021 Q3	$277K	Buy	+695	New	+$331K	0.09%	45
2021 Q1	$339K	Sell	697 -6	-0.9%	-$2.85K	0.12%	36
2020 Q4	$359K	Buy	+703	New	+$327K	0.14%	33

Other funds holding FICO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WestHill Financial Advisors sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 164 shares — an estimated $277K sold.

WestHill Financial Advisors first reported a position in FICO in Q4 2020 and held it in 14 quarters. The position peaked at $359K in Q4 2020. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

WestHill Financial Advisors reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
WestHill Financial Advisors sold 164 Fair Isaac shares in Q1 2026, an estimated $277K.
WestHill Financial Advisors first reported a position in Fair Isaac in Q4 2020 and held it in 14 quarters.
WestHill Financial Advisors's Fair Isaac position peaked at $359K in Q4 2020.
854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on WestHill Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.