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One Wealth Capital Management’s Comfort Systems FIX Stock Holding History

One Wealth Capital 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 		$559K Buy
282
+70
+33% +$127K 0.16% 95
2026
Q1 		$364K Sell
212
-96
-31% -$122K 0.16% 68
2025
Q4 		$287K Buy
308
+15
+5% +$13.8K 0.12% 102
2025
Q3 		$242K Buy
+293
New +$199K 0.11% 105

Other funds holding FIX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

One Wealth Capital Management's FIX Position: Q2 2026 in Review

One Wealth Capital Management increased its Comfort Systems (FIX) stake by 33% in Q2 2026, buying an estimated $127K and bringing the position to 282 shares worth $559K. The position accounts for 0.16% of the portfolio, ranked #95.

One Wealth Capital Management first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • One Wealth Capital Management held 282 shares of Comfort Systems worth $559K as of Q2 2026.
  • One Wealth Capital Management bought 70 Comfort Systems shares in Q2 2026, an estimated $127K.
  • Comfort Systems made up 0.16% of One Wealth Capital Management's portfolio in Q2 2026, its #95 holding.
  • One Wealth Capital Management first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.