Ariadne Wealth Management’s Comfort Systems FIX Stock Holding History

Ariadne 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	$847K	Sell	512 -250	-33%	-$420K	0.37%	70
2026 Q2	$1.51M	Sell	762 -142	-16%	-$258K	0.67%	31
2026 Q1	$1.25M	Sell	904 -42	-4%	-$53.3K	0.56%	37
2025 Q4	$1.23M	Buy	946 +114	+14%	+$105K	0.51%	41
2025 Q3	$747K	Buy	832 +5	+0.6%	+$3.39K	0.33%	68
2025 Q2	$581K	Buy	827 +49	+6%	+$21.3K	0.28%	80
2025 Q1	$338K	Buy	+778	New	+$314K	0.18%	129

Other funds holding FIX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Ariadne Wealth Management reduced its Comfort Systems (FIX) stake by 33% in Q3 2026, selling an estimated $420K and leaving 512 shares worth $847K. The position accounts for 0.37% of the portfolio, ranked #70.

Ariadne Wealth Management first reported a position in FIX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.51M in Q2 2026. 696 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Ariadne Wealth Management held 512 shares of Comfort Systems worth $847K as of Q3 2026.
Ariadne Wealth Management sold 250 Comfort Systems shares in Q3 2026, an estimated $420K.
Comfort Systems made up 0.37% of Ariadne Wealth Management's portfolio in Q3 2026, its #70 holding.
Ariadne Wealth Management first reported a position in Comfort Systems in Q1 2025 and has held it in 7 quarters since.
Ariadne Wealth Management's Comfort Systems position peaked at $1.51M in Q2 2026.
696 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.