Insight Wealth Strategies’s Comfort Systems FIX Stock Holding History

Insight Wealth Strategies’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 Q3	$6.74M	Sell	4,074 -562	-12%	-$943K	0.67%	44
2026 Q2	$8.65M	Sell	4,636 -801	-15%	-$1.45M	0.84%	33
2026 Q1	$7.5M	Sell	5,437 -185	-3%	-$235K	0.84%	36
2025 Q4	$5.25M	Sell	5,622 -2,166	-28%	-$2M	0.6%	45
2025 Q3	$6.43M	Sell	7,788 -130	-2%	-$88.1K	0.76%	35
2025 Q2	$4.13M	Buy	7,918 +86	+1%	+$37.5K	0.52%	65
2025 Q1	$2.52M	Buy	+7,832	New	+$3.16M	0.34%	82

Other funds holding FIX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Insight Wealth Strategies's FIX Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Comfort Systems (FIX) stake by 12% in Q3 2026, selling an estimated $943K and leaving 4,074 shares worth $6.74M. The position accounts for 0.67% of the portfolio, ranked #44.

Insight Wealth Strategies first reported a position in FIX in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.65M in Q2 2026. 53 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Insight Wealth Strategies held 4,074 shares of Comfort Systems worth $6.74M as of Q3 2026.
Insight Wealth Strategies sold 562 Comfort Systems shares in Q3 2026, an estimated $943K.
Comfort Systems made up 0.67% of Insight Wealth Strategies's portfolio in Q3 2026, its #44 holding.
Insight Wealth Strategies first reported a position in Comfort Systems in Q1 2025 and has held it in 7 quarters since.
Insight Wealth Strategies's Comfort Systems position peaked at $8.65M in Q2 2026.
53 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.