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Alliance Wealth Advisors (Utah)’s Comfort Systems FIX Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$618K Sell
312
-331
-51% -$601K 0.12% 105
2026
Q1 		$887K Sell
643
-836
-57% -$1.06M 0.19% 85
2025
Q4 		$1.38M Sell
1,479
-1,382
-48% -$1.28M 0.3% 82
2025
Q3 		$2.36M Sell
2,861
-782
-21% -$530K 0.55% 57
2025
Q2 		$1.95M Buy
3,643
+2
+0.1% +$871 0.47% 65
2025
Q1 		$1.17M Buy
3,641
+151
+4% +$60.9K 0.31% 87
2024
Q4 		$1.48M Sell
3,490
-906
-21% -$398K 0.38% 80
2024
Q3 		$1.72M Sell
4,396
-355
-7% -$117K 0.45% 70
2024
Q2 		$1.44M Buy
4,751
+394
+9% +$125K 0.42% 67
2024
Q1 		$1.38M Sell
4,357
-357
-8% -$91.2K 0.41% 66
2023
Q4 		$969K Buy
4,714
+145
+3% +$26.8K 0.33% 77
2023
Q3 		$779K Buy
4,569
+39
+0.9% +$6.84K 0.29% 83
2023
Q2 		$744K Buy
4,530
+579
+15% +$86.1K 0.28% 88
2023
Q1 		$577K Buy
3,951
+367
+10% +$47.6K 0.23% 104
2022
Q4 		$412K Buy
+3,584
New +$417K 0.19% 121

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

Alliance Wealth Advisors (Utah)'s FIX Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Comfort Systems (FIX) stake by 51% in Q2 2026, selling an estimated $601K and leaving 312 shares worth $618K. The position accounts for 0.12% of the portfolio, ranked #105.

Alliance Wealth Advisors (Utah) first reported a position in FIX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.36M in Q3 2025. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 312 shares of Comfort Systems worth $618K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 331 Comfort Systems shares in Q2 2026, an estimated $601K.
  • Comfort Systems made up 0.12% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #105 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Comfort Systems in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Comfort Systems position peaked at $2.36M in Q3 2025.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.