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 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

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

Net Worth Advisory Group's FIX Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Comfort Systems (FIX) stake by 11% in Q2 2026, selling an estimated $47.2K and leaving 204 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #209.

Net Worth Advisory Group first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2025. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Net Worth Advisory Group held 204 shares of Comfort Systems worth $404K as of Q2 2026.
Net Worth Advisory Group sold 26 Comfort Systems shares in Q2 2026, an estimated $47.2K.
Comfort Systems made up 0.1% of Net Worth Advisory Group's portfolio in Q2 2026, its #209 holding.
Net Worth Advisory Group first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
Net Worth Advisory Group's Comfort Systems position peaked at $494K in Q4 2025.
180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.