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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Maia Wealth's FIX Position: Q2 2026 in Review

Maia Wealth reduced its Comfort Systems (FIX) stake by 6.9% in Q2 2026, selling an estimated $21.8K and leaving 161 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #287.

Maia Wealth first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Maia Wealth held 161 shares of Comfort Systems worth $319K as of Q2 2026.
  • Maia Wealth sold 12 Comfort Systems shares in Q2 2026, an estimated $21.8K.
  • Comfort Systems made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #287 holding.
  • Maia Wealth first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.