YIA
FICO icon

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return