Net Worth Advisory Group’s Comfort Systems FIX Stock Holding History

Net Worth Advisory Group’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 Q3	$317K	Sell	188 -16	-8%	-$26.9K	0.08%	267
2026 Q2	$404K	Sell	204 -26	-11%	-$47.2K	0.1%	209
2026 Q1	$317K	Sell	230 -299	-57%	-$380K	0.07%	292
2025 Q4	$494K	Sell	529 -9	-2%	-$8.31K	0.1%	212
2025 Q3	$444K	Sell	538 -19	-3%	-$12.9K	0.13%	180
2025 Q2	$299K	Buy	+557	New	+$243K	0.07%	311
2025 Q1	–	Sell	-506	Closed	-$215K	–	385
2024 Q4	$215K	Sell	506 -15	-3%	-$6.59K	0.07%	338
2024 Q3	$203K	Buy	+521	New	+$172K	0.06%	370

Other funds holding FIX

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Net Worth Advisory Group's FIX Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Comfort Systems (FIX) stake by 7.8% in Q3 2026, selling an estimated $26.9K and leaving 188 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #267.

Net Worth Advisory Group first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. The position peaked at $494K in Q4 2025. 212 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Net Worth Advisory Group held 188 shares of Comfort Systems worth $317K as of Q3 2026.
Net Worth Advisory Group sold 16 Comfort Systems shares in Q3 2026, an estimated $26.9K.
Comfort Systems made up 0.08% of Net Worth Advisory Group's portfolio in Q3 2026, its #267 holding.
Net Worth Advisory Group first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Comfort Systems position peaked at $494K in Q4 2025.
212 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.