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

Accurate 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
Q1 		– Sell
-238
Closed -$240K – 544
2025
Q4 		$240K Buy
+238
New +$220K 0.03% 455

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Accurate Wealth Management's FIX Position: Q1 2026 in Review

Accurate Wealth Management sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 238 shares — an estimated $240K sold.

Accurate Wealth Management first reported a position in FIX in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Accurate Wealth Management reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 238 Comfort Systems shares in Q1 2026, an estimated $240K.
  • Accurate Wealth Management first reported a position in Comfort Systems in Q4 2025 and held it in 1 quarter.
  • Accurate Wealth Management's Comfort Systems position peaked at $240K in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.