MJT & Associates Financial Advisory’s Comfort Systems FIX Stock Holding History

MJT & Associates Financial Advisory’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	$1.98K	Sell	1 -3	-75%	-$5.44K	﹤0.01%	390
2026 Q1	$5.52K	Sell	4 -3	-43%	-$3.81K	﹤0.01%	254
2025 Q4	$6.53K	Sell	7 -2	-22%	-$1.85K	﹤0.01%	249
2025 Q3	$7.43K	Hold	9	–	–	0.01%	233
2025 Q2	$4.83K	Hold	9	–	–	0.01%	307
2025 Q1	$2.9K	Buy	+9	New	+$3.63K	﹤0.01%	370

Other funds holding FIX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

MJT & Associates Financial Advisory's FIX Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Comfort Systems (FIX) stake by 75% in Q2 2026, selling an estimated $5.44K and leaving 1 share worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

MJT & Associates Financial Advisory first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.43K in Q3 2025. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

MJT & Associates Financial Advisory held 1 share of Comfort Systems worth $1.98K as of Q2 2026.
MJT & Associates Financial Advisory sold 3 Comfort Systems shares in Q2 2026, an estimated $5.44K.
Comfort Systems made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #390 holding.
MJT & Associates Financial Advisory first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Comfort Systems position peaked at $7.43K in Q3 2025.
180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.