AWM
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Abound Wealth Management’s Comfort Systems FIX Stock Holding History

Abound Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6
Closed -$8.27K – 1442
2026
Q1 		$8.27K Sell
6
-2
-25% -$2.54K ﹤0.01% 598
2025
Q4 		$7.47K Buy
+8
New +$7.39K ﹤0.01% 567
2024
Q1 		– Sell
-4
Closed -$823 – 1334
2023
Q4 		$823 Hold
4
– – ﹤0.01% 809
2023
Q3 		$682 Hold
4
– – ﹤0.01% 754
2023
Q2 		$657 Buy
+4
New +$595 ﹤0.01% 783

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's FIX Position: Q2 2026 in Review

Abound Wealth Management sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 6 shares — an estimated $8.27K sold.

Abound Wealth Management first reported a position in FIX in Q2 2023 and held it in 5 quarters. The position peaked at $8.27K in Q1 2026. 1,349 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Abound Wealth Management reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 6 Comfort Systems shares in Q2 2026, an estimated $8.27K.
  • Abound Wealth Management first reported a position in Comfort Systems in Q2 2023 and held it in 5 quarters.
  • Abound Wealth Management's Comfort Systems position peaked at $8.27K in Q1 2026.
  • 1,349 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.