MWM
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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
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

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

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

Mindset Wealth Management held its Comfort Systems (FIX) position steady in Q2 2026 at 500 shares worth $991K. The position accounts for 0.19% of the portfolio, ranked #61.

Mindset Wealth Management first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Mindset Wealth Management held 500 shares of Comfort Systems worth $991K as of Q2 2026.
  • Mindset Wealth Management left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.19% of Mindset Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Mindset Wealth Management first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.