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Financial Network Wealth Advisors’s Comfort Systems FIX Stock Holding History

Financial Network 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 		$1.98K Sell
1
-1
-50% -$1.81K ﹤0.01% 708
2026
Q1 		$2.76K Sell
2
-2
-50% -$2.54K ﹤0.01% 621
2025
Q4 		$3.73K Sell
4
-1
-20% -$923 ﹤0.01% 576
2025
Q3 		$4.13K Sell
5
-1
-17% -$678 ﹤0.01% 550
2025
Q2 		$3.22K Hold
6
– – ﹤0.01% 568
2025
Q1 		$1.93K Hold
6
– – ﹤0.01% 595
2024
Q4 		$2.54K Sell
6
-10
-63% -$4.39K ﹤0.01% 391
2024
Q3 		$6.25K Hold
16
– – 0.01% 506
2024
Q2 		$4.87K Buy
+16
New +$5.09K ﹤0.01% 586

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

Financial Network Wealth Advisors's FIX Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Comfort Systems (FIX) stake by 50% in Q2 2026, selling an estimated $1.81K and leaving 1 share worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Financial Network Wealth Advisors first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.25K in Q3 2024. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Financial Network Wealth Advisors held 1 share of Comfort Systems worth $1.98K as of Q2 2026.
  • Financial Network Wealth Advisors sold 1 Comfort Systems share in Q2 2026, an estimated $1.81K.
  • Comfort Systems made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #708 holding.
  • Financial Network Wealth Advisors first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
  • Financial Network Wealth Advisors's Comfort Systems position peaked at $6.25K in Q3 2024.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.