MWM
FIX icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Mindset Wealth Management's FIX Position: Q1 2026 in Review

Mindset Wealth Management held its Comfort Systems (FIX) position steady in Q1 2026 at 500 shares worth $689K. The position accounts for 0.19% of the portfolio, ranked #68.

Mindset Wealth Management first reported a position in FIX in Q3 2024 and has held it in 6 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Mindset Wealth Management held 500 shares of Comfort Systems worth $689K as of Q1 2026.
  • Mindset Wealth Management left its Comfort Systems share count unchanged in Q1 2026.
  • Comfort Systems made up 0.19% of Mindset Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Mindset Wealth Management first reported a position in Comfort Systems in Q3 2024 and has held it in 6 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.