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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Insight Wealth Strategies's FIX Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Comfort Systems (FIX) stake by 15% in Q2 2026, selling an estimated $1.45M and leaving 4,636 shares worth $8.65M. The position accounts for 0.84% of the portfolio, ranked #33.

Insight Wealth Strategies first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. 732 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Insight Wealth Strategies held 4,636 shares of Comfort Systems worth $8.65M as of Q2 2026.
  • Insight Wealth Strategies sold 801 Comfort Systems shares in Q2 2026, an estimated $1.45M.
  • Comfort Systems made up 0.84% of Insight Wealth Strategies's portfolio in Q2 2026, its #33 holding.
  • Insight Wealth Strategies first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
  • 732 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.