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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
Q2 		$3.68M Sell
1,859
-68
-4% -$123K 2.29% 15
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
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

Bosman Wealth Management's FIX Position: Q2 2026 in Review

Bosman Wealth Management reduced its Comfort Systems (FIX) stake by 3.5% in Q2 2026, selling an estimated $123K and leaving 1,859 shares worth $3.68M. The position accounts for 2.29% of the portfolio, ranked #15.

Bosman Wealth Management first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Bosman Wealth Management held 1,859 shares of Comfort Systems worth $3.68M as of Q2 2026.
  • Bosman Wealth Management sold 68 Comfort Systems shares in Q2 2026, an estimated $123K.
  • Comfort Systems made up 2.29% of Bosman Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Bosman Wealth Management first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Bosman Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.