NWM
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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Northwest Wealth Management reduced its Comfort Systems (FIX) stake by 0.36% in Q2 2026, selling an estimated $3.63K and leaving 561 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #78.

Northwest Wealth Management first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Northwest Wealth Management held 561 shares of Comfort Systems worth $1.11M as of Q2 2026.
  • Northwest Wealth Management sold 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
  • Comfort Systems made up 0.15% of Northwest Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Northwest Wealth Management first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.