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Whipplewood Advisors’s Fair Isaac FICO Stock Holding History

Whipplewood 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
Q2 		$1.2K Sell
1
-8
-89% -$8.96K ﹤0.01% 522
2026
Q1 		$9.61K Buy
9
+8
+800% +$11K 0.01% 493
2025
Q4 		$1.69K Buy
+1
New +$1.72K ﹤0.01% 356
2025
Q3 		– Sell
-20
Closed -$36.6K – 618
2025
Q2 		$36.6K Sell
20
-13
-39% -$24.4K 0.02% 371
2025
Q1 		$53.5K Sell
33
-79
-71% -$146K 0.03% 300
2024
Q4 		$223K Buy
+112
New +$239K 0.13% 148

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

Whipplewood Advisors's FICO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Fair Isaac (FICO) stake by 89% in Q2 2026, selling an estimated $8.96K and leaving 1 share worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Whipplewood Advisors first reported a position in FICO in Q4 2024 and has held it in 6 quarters since. The position peaked at $223K in Q4 2024. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

  • Whipplewood Advisors held 1 share of Fair Isaac worth $1.2K as of Q2 2026.
  • Whipplewood Advisors sold 8 Fair Isaac shares in Q2 2026, an estimated $8.96K.
  • Fair Isaac made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #522 holding.
  • Whipplewood Advisors first reported a position in Fair Isaac in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Fair Isaac position peaked at $223K in Q4 2024.
  • 840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.