Apollon Wealth Management
FIX icon

Apollon Wealth Management’s Comfort Systems FIX Stock Holding History

Apollon 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 		$3.37M Sell
2,040
-559
-22% -$938K 0.04% 360
2026
Q2 		$5.15M Buy
2,599
+498
+24% +$904K 0.06% 259
2026
Q1 		$2.9M Buy
2,101
+412
+24% +$523K 0.05% 305
2025
Q4 		$1.58M Buy
1,689
+252
+18% +$233K 0.03% 423
2025
Q3 		$1.19M Sell
1,437
-120
-8% -$81.3K 0.02% 521
2025
Q2 		$835K Buy
1,557
+765
+97% +$333K 0.02% 608
2025
Q1 		$255K Buy
792
+56
+8% +$22.6K 0.01% 1013
2024
Q4 		$312K Sell
736
-943
-56% -$414K 0.01% 927
2024
Q3 		$655K Buy
+1,679
New +$553K 0.02% 624
2024
Q2 		– Sell
-1,062
Closed -$337K – 1123
2024
Q1 		$337K Sell
1,062
-93
-8% -$23.8K 0.01% 827
2023
Q4 		$238K Sell
1,155
-452
-28% -$83.5K 0.01% 928
2023
Q3 		$274K Buy
1,607
+108
+7% +$19K 0.01% 731
2023
Q2 		$246K Buy
+1,499
New +$223K 0.01% 795

Other funds holding FIX

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Apollon Wealth Management reduced its Comfort Systems (FIX) stake by 22% in Q3 2026, selling an estimated $938K and leaving 2,040 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #360.

Apollon Wealth Management first reported a position in FIX in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.15M in Q2 2026. 665 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Apollon Wealth Management held 2,040 shares of Comfort Systems worth $3.37M as of Q3 2026.
  • Apollon Wealth Management sold 559 Comfort Systems shares in Q3 2026, an estimated $938K.
  • Comfort Systems made up 0.04% of Apollon Wealth Management's portfolio in Q3 2026, its #360 holding.
  • Apollon Wealth Management first reported a position in Comfort Systems in Q2 2023 and has held it in 13 quarters since.
  • Apollon Wealth Management's Comfort Systems position peaked at $5.15M in Q2 2026.
  • 665 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.