Mindset Wealth Management’s Comfort Systems FIX Stock Holding History

Mindset 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 Q3	$827K	Hold	500	–	–	0.15%	64
2026 Q2	$991K	Hold	500	–	–	0.19%	61
2026 Q1	$689K	Hold	500	–	–	0.19%	68
2025 Q4	$467K	Hold	500	–	–	0.12%	92
2025 Q3	$413K	Sell	500 -25	-5%	-$16.9K	0.11%	97
2025 Q2	$282K	Buy	+525	New	+$229K	0.09%	118
2025 Q1	–	Sell	-525	Closed	-$223K	–	155
2024 Q4	$223K	Hold	525	–	–	0.08%	119
2024 Q3	$205K	Buy	+525	New	+$173K	0.08%	116

Other funds holding FIX

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mindset Wealth Management's FIX Position: Q3 2026 in Review

Mindset Wealth Management held its Comfort Systems (FIX) position steady in Q3 2026 at 500 shares worth $827K. The position accounts for 0.15% of the portfolio, ranked #64.

Mindset Wealth Management first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. The position peaked at $991K in Q2 2026. 213 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Mindset Wealth Management held 500 shares of Comfort Systems worth $827K as of Q3 2026.
Mindset Wealth Management left its Comfort Systems share count unchanged in Q3 2026.
Comfort Systems made up 0.15% of Mindset Wealth Management's portfolio in Q3 2026, its #64 holding.
Mindset Wealth Management first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
Mindset Wealth Management's Comfort Systems position peaked at $991K in Q2 2026.
213 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

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