Maia Wealth
FIX icon

Maia Wealth’s Comfort Systems FIX Stock Holding History

Maia Wealth’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 		$281K Buy
170
+9
+6% +$15.1K 0.04% 293
2026
Q2 		$319K Sell
161
-12
-7% -$21.8K 0.05% 287
2026
Q1 		$239K Sell
173
-1
-0.6% -$1.27K 0.04% 322
2025
Q4 		$226K Buy
+174
New +$161K 0.04% 314

Other funds holding FIX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Maia Wealth's FIX Position: Q3 2026 in Review

Maia Wealth increased its Comfort Systems (FIX) stake by 5.6% in Q3 2026, buying an estimated $15.1K and bringing the position to 170 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #293.

Maia Wealth first reported a position in FIX in Q4 2025 and has held it in 4 quarters since. The position peaked at $319K in Q2 2026. 980 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Maia Wealth held 170 shares of Comfort Systems worth $281K as of Q3 2026.
  • Maia Wealth bought 9 Comfort Systems shares in Q3 2026, an estimated $15.1K.
  • Comfort Systems made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #293 holding.
  • Maia Wealth first reported a position in Comfort Systems in Q4 2025 and has held it in 4 quarters since.
  • Maia Wealth's Comfort Systems position peaked at $319K in Q2 2026.
  • 980 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.