AWA
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Arkadios Wealth Advisors’s Comfort Systems FIX Stock Holding History

Arkadios 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
Q2 		$1.39M Sell
702
-81
-10% -$147K 0.02% 675
2026
Q1 		$1.08M Buy
783
+78
+11% +$99K 0.02% 753
2025
Q4 		$658K Buy
705
+322
+84% +$297K 0.01% 885
2025
Q3 		$316K Buy
+383
New +$260K 0.01% 1135
2021
Q4 		– Sell
-470
Closed -$33K – 988
2021
Q3 		$33K Buy
470
+1
+0.2% +$74 ﹤0.01% 1030
2021
Q2 		$37K Hold
469
– – ﹤0.01% 1031
2021
Q1 		$35K Buy
469
+360
+330% +$23K 0.01% 798
2020
Q4 		$5K Buy
+109
New +$5.65K ﹤0.01% 1114

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

Arkadios Wealth Advisors's FIX Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Comfort Systems (FIX) stake by 10% in Q2 2026, selling an estimated $147K and leaving 702 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #675.

Arkadios Wealth Advisors first reported a position in FIX in Q4 2020 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Arkadios Wealth Advisors held 702 shares of Comfort Systems worth $1.39M as of Q2 2026.
  • Arkadios Wealth Advisors sold 81 Comfort Systems shares in Q2 2026, an estimated $147K.
  • Comfort Systems made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #675 holding.
  • Arkadios Wealth Advisors first reported a position in Comfort Systems in Q4 2020 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.