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
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 $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

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

Modern Wealth Management reduced its Comfort Systems (FIX) stake by 21% in Q1 2026, selling an estimated $119K and leaving 348 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #579.

Modern Wealth Management first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Modern Wealth Management held 348 shares of Comfort Systems worth $497K as of Q1 2026.
  • Modern Wealth Management sold 94 Comfort Systems shares in Q1 2026, an estimated $119K.
  • Comfort Systems made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #579 holding.
  • Modern Wealth Management first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.