MWM
FIX icon

Magnolia Wealth Management’s Comfort Systems FIX Stock Holding History

Magnolia 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 		$769K Hold
388
– – 0.4% 9
2026
Q1 		$535K Hold
388
– – 0.31% 9
2025
Q4 		$362K Sell
388
-62
-14% -$57.2K 0.22% 9
2025
Q3 		$371K Hold
450
– – 0.23% 9
2025
Q2 		$241K Buy
+450
New +$196K 0.16% 12

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

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

Magnolia Wealth Management held its Comfort Systems (FIX) position steady in Q2 2026 at 388 shares worth $769K. The position accounts for 0.4% of the portfolio, ranked #9.

Magnolia Wealth Management first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,340 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Magnolia Wealth Management held 388 shares of Comfort Systems worth $769K as of Q2 2026.
  • Magnolia Wealth Management left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.4% of Magnolia Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Magnolia Wealth Management first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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