Bosman Wealth Management’s Comfort Systems FIX Stock Holding History

Bosman 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 Q1	$2.66M	Sell	1,927 -147	-7%	-$187K	2.34%	16
2025 Q4	$1.94M	Sell	2,074 -1,086	-34%	-$1M	1.59%	21
2025 Q3	$2.61M	Sell	3,160 -182	-5%	-$123K	2.02%	20
2025 Q2	$1.79M	Sell	3,342 -5,867	-64%	-$2.56M	1.59%	25
2025 Q1	$2.97M	Buy	9,209 +5,076	+123%	+$2.05M	3.01%	13
2024 Q4	$1.75M	Buy	+4,133	New	+$1.81M	1.69%	19

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Bosman Wealth Management's FIX Position: Q1 2026 in Review

Bosman Wealth Management reduced its Comfort Systems (FIX) stake by 7.1% in Q1 2026, selling an estimated $187K and leaving 1,927 shares worth $2.66M. The position accounts for 2.34% of the portfolio, ranked #16.

Bosman Wealth Management first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.97M in Q1 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Bosman Wealth Management held 1,927 shares of Comfort Systems worth $2.66M as of Q1 2026.
Bosman Wealth Management sold 147 Comfort Systems shares in Q1 2026, an estimated $187K.
Comfort Systems made up 2.34% of Bosman Wealth Management's portfolio in Q1 2026, its #16 holding.
Bosman Wealth Management first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
Bosman Wealth Management's Comfort Systems position peaked at $2.97M in Q1 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Bosman Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.