Northwest Wealth Management
FIX icon

Northwest Wealth Management’s Comfort Systems FIX Stock Holding History

Northwest 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
Q3 		$870K Sell
526
-35
-6% -$58.8K 0.11% 85
2026
Q2 		$1.11M Sell
561
-2
-0.4% -$3.63K 0.15% 78
2026
Q1 		$776K Buy
563
+8
+1% +$10.2K 0.12% 89
2025
Q4 		$518K Buy
555
+187
+51% +$173K 0.08% 116
2025
Q3 		$304K Buy
+368
New +$249K 0.05% 156

Other funds holding FIX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Northwest Wealth Management's FIX Position: Q3 2026 in Review

Northwest Wealth Management reduced its Comfort Systems (FIX) stake by 6.2% in Q3 2026, selling an estimated $58.8K and leaving 526 shares worth $870K. The position accounts for 0.11% of the portfolio, ranked #85.

Northwest Wealth Management first reported a position in FIX in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2026. 706 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Northwest Wealth Management held 526 shares of Comfort Systems worth $870K as of Q3 2026.
  • Northwest Wealth Management sold 35 Comfort Systems shares in Q3 2026, an estimated $58.8K.
  • Comfort Systems made up 0.11% of Northwest Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Northwest Wealth Management first reported a position in Comfort Systems in Q3 2025 and has held it in 5 quarters since.
  • Northwest Wealth Management's Comfort Systems position peaked at $1.11M in Q2 2026.
  • 706 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.