Activest Wealth Management
FIX icon

Activest Wealth Management’s Comfort Systems FIX Stock Holding History

Activest 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
Q3 		$84.4K Sell
51
-16
-24% -$26.9K 0.02% 204
2026
Q2 		$133K Sell
67
-8
-11% -$14.5K 0.03% 155
2026
Q1 		$103K Hold
75
– – 0.02% 229
2025
Q4 		$70K Buy
75
+67
+838% +$61.9K 0.01% 267
2025
Q3 		$6.6K Hold
8
– – ﹤0.01% 591
2025
Q2 		$4.29K Buy
+8
New +$3.48K ﹤0.01% 571

Other funds holding FIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Activest Wealth Management's FIX Position: Q3 2026 in Review

Activest Wealth Management reduced its Comfort Systems (FIX) stake by 24% in Q3 2026, selling an estimated $26.9K and leaving 51 shares worth $84.4K. The position accounts for 0.02% of the portfolio, ranked #204.

Activest Wealth Management first reported a position in FIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $133K in Q2 2026. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Activest Wealth Management held 51 shares of Comfort Systems worth $84.4K as of Q3 2026.
  • Activest Wealth Management sold 16 Comfort Systems shares in Q3 2026, an estimated $26.9K.
  • Comfort Systems made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #204 holding.
  • Activest Wealth Management first reported a position in Comfort Systems in Q2 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's Comfort Systems position peaked at $133K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.