MWM
FIX icon

Modern Wealth Management’s Comfort Systems FIX Stock Holding History

Modern 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 		$662K Sell
334
-14
-4% -$25.4K 0.01% 634
2026
Q1 		$497K Sell
348
-94
-21% -$119K 0.01% 579
2025
Q4 		$413K Buy
442
+8
+2% +$7.39K 0.01% 584
2025
Q3 		$358K Buy
+434
New +$294K 0.01% 590

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

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

Modern Wealth Management reduced its Comfort Systems (FIX) stake by 4% in Q2 2026, selling an estimated $25.4K and leaving 334 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #634.

Modern Wealth Management first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Modern Wealth Management held 334 shares of Comfort Systems worth $662K as of Q2 2026.
  • Modern Wealth Management sold 14 Comfort Systems shares in Q2 2026, an estimated $25.4K.
  • Comfort Systems made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #634 holding.
  • Modern Wealth Management first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.