IWM
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IHT Wealth Management’s Comfort Systems FIX Stock Holding History

IHT 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 		$1.16M Sell
583
-790
-58% -$1.43M 0.02% 551
2026
Q1 		$1.89M Buy
1,373
+595
+76% +$755K 0.04% 389
2025
Q4 		$744K Buy
778
+5
+0.6% +$4.62K 0.02% 628
2025
Q3 		$638K Sell
773
-22
-3% -$14.9K 0.02% 663
2025
Q2 		$426K Buy
795
+13
+2% +$5.66K 0.01% 755
2025
Q1 		$252K Sell
782
-16
-2% -$6.45K 0.01% 927
2024
Q4 		$339K Sell
798
-50
-6% -$22K 0.01% 817
2024
Q3 		$331K Buy
848
+86
+11% +$28.3K 0.01% 876
2024
Q2 		$232K Buy
+762
New +$242K 0.01% 892

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

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

IHT Wealth Management reduced its Comfort Systems (FIX) stake by 58% in Q2 2026, selling an estimated $1.43M and leaving 583 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #551.

IHT Wealth Management first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.89M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • IHT Wealth Management held 583 shares of Comfort Systems worth $1.16M as of Q2 2026.
  • IHT Wealth Management sold 790 Comfort Systems shares in Q2 2026, an estimated $1.43M.
  • Comfort Systems made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #551 holding.
  • IHT Wealth Management first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
  • IHT Wealth Management's Comfort Systems position peaked at $1.89M in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.