HWA
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HHM Wealth Advisors’s Comfort Systems FIX Stock Holding History

HHM 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 		$3.96K Buy
2
+1
+100% +$1.81K ﹤0.01% 755
2026
Q1 		$1.38K Buy
+1
New +$1.27K ﹤0.01% 824
2025
Q3 		– Sell
-3
Closed -$1.61K – 881
2025
Q2 		$1.61K Hold
3
– – ﹤0.01% 787
2025
Q1 		$967 Hold
3
– – ﹤0.01% 840
2024
Q4 		$1.27K Buy
+3
New +$1.32K ﹤0.01% 813

Other funds holding FIX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
PWS
Peterson Wealth Services South Ogden, Utah $459M AUM 42.99% 1-Year Est. Return

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

HHM Wealth Advisors increased its Comfort Systems (FIX) stake by 100% in Q2 2026, buying an estimated $1.81K and bringing the position to 2 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

HHM Wealth Advisors first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • HHM Wealth Advisors held 2 shares of Comfort Systems worth $3.96K as of Q2 2026.
  • HHM Wealth Advisors bought 1 Comfort Systems share in Q2 2026, an estimated $1.81K.
  • Comfort Systems made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #755 holding.
  • HHM Wealth Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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