Amplius Wealth Advisors
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Amplius Wealth Advisors’s Comfort Systems FIX Stock Holding History

Amplius Wealth Advisors’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 		$207K Buy
125
+15
+14% +$25.2K 0.01% 215
2026
Q2 		$218K Buy
+110
New +$200K 0.02% 199

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Robeco Institutional Asset Management
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BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amplius Wealth Advisors's FIX Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Comfort Systems (FIX) stake by 14% in Q3 2026, buying an estimated $25.2K and bringing the position to 125 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #215.

Amplius Wealth Advisors first reported a position in FIX in Q2 2026 and has held it in 2 quarters since. The position peaked at $218K in Q2 2026. 294 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Amplius Wealth Advisors held 125 shares of Comfort Systems worth $207K as of Q3 2026.
  • Amplius Wealth Advisors bought 15 Comfort Systems shares in Q3 2026, an estimated $25.2K.
  • Comfort Systems made up 0.01% of Amplius Wealth Advisors's portfolio in Q3 2026, its #215 holding.
  • Amplius Wealth Advisors first reported a position in Comfort Systems in Q2 2026 and has held it in 2 quarters since.
  • Amplius Wealth Advisors's Comfort Systems position peaked at $218K in Q2 2026.
  • 294 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.