Diversify Wealth Management’s Comfort Systems FIX Stock Holding History

Diversify 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	$7.77M	Sell	4,488 -1,506	-25%	-$2.73M	0.13%	163
2026 Q1	$10.3M	Buy	5,994 +1,164	+24%	+$1.48M	0.18%	115
2025 Q4	$5.18M	Sell	4,830 -557	-10%	-$514K	0.24%	113
2025 Q3	$5.27M	Sell	5,387 -1,201	-18%	-$814K	0.3%	92
2025 Q2	$4.73M	Buy	6,588 +1,059	+19%	+$461K	0.29%	97
2025 Q1	$2.2M	Buy	5,529 +1,448	+35%	+$584K	0.16%	158
2024 Q4	$1.8M	Buy	4,081 +1,578	+63%	+$693K	0.14%	168
2024 Q3	$1.03M	Sell	2,503 -493	-16%	-$162K	0.1%	190
2024 Q2	$902K	Buy	+2,996	New	+$952K	0.11%	174

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Diversify Wealth Management reduced its Comfort Systems (FIX) stake by 25% in Q2 2026, selling an estimated $2.73M and leaving 4,488 shares worth $7.77M. The position accounts for 0.13% of the portfolio, ranked #163.

Diversify Wealth Management first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Diversify Wealth Management held 4,488 shares of Comfort Systems worth $7.77M as of Q2 2026.
Diversify Wealth Management sold 1,506 Comfort Systems shares in Q2 2026, an estimated $2.73M.
Comfort Systems made up 0.13% of Diversify Wealth Management's portfolio in Q2 2026, its #163 holding.
Diversify Wealth Management first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Comfort Systems position peaked at $10.3M in Q1 2026.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.