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YHB Investment Advisors’s Fair Isaac FICO Stock Holding History

YHB Investment 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
2025
Q1 		– Sell
-178
Closed -$354K – 295
2024
Q4 		$354K Sell
178
-13
-7% -$27.8K 0.03% 217
2024
Q3 		$371K Sell
191
-26
-12% -$44.5K 0.03% 221
2024
Q2 		$323K Sell
217
-16
-7% -$20.7K 0.03% 229
2024
Q1 		$291K Hold
233
– – 0.03% 235
2023
Q4 		$271K Sell
233
-47
-17% -$47.3K 0.03% 234
2023
Q3 		$243K Sell
280
-32
-10% -$27.5K 0.02% 249
2023
Q2 		$252K Sell
312
-22
-7% -$16.5K 0.02% 249
2023
Q1 		$235K Buy
+334
New +$222K 0.02% 261

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

YHB Investment Advisors's FICO Position: Q1 2025 in Review

YHB Investment Advisors sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 178 shares — an estimated $354K sold.

YHB Investment Advisors first reported a position in FICO in Q1 2023 and held it in 8 quarters. The position peaked at $371K in Q3 2024. 968 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

  • YHB Investment Advisors reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 178 Fair Isaac shares in Q1 2025, an estimated $354K.
  • YHB Investment Advisors first reported a position in Fair Isaac in Q1 2023 and held it in 8 quarters.
  • YHB Investment Advisors's Fair Isaac position peaked at $371K in Q3 2024.
  • 968 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on YHB Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.