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Phillips Wealth Planners’s Comfort Systems FIX Stock Holding History

Phillips Wealth Planners’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 		$244K Sell
145
-3
-2% -$5.44K 0.18% 181
2026
Q1 		$301K Buy
+148
New +$188K 0.23% 154

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phillips Wealth Planners's FIX Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Comfort Systems (FIX) stake by 2% in Q2 2026, selling an estimated $5.44K and leaving 145 shares worth $244K. The position accounts for 0.18% of the portfolio, ranked #181.

Phillips Wealth Planners first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. The position peaked at $301K in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Phillips Wealth Planners held 145 shares of Comfort Systems worth $244K as of Q2 2026.
  • Phillips Wealth Planners sold 3 Comfort Systems shares in Q2 2026, an estimated $5.44K.
  • Comfort Systems made up 0.18% of Phillips Wealth Planners's portfolio in Q2 2026, its #181 holding.
  • Phillips Wealth Planners first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • Phillips Wealth Planners's Comfort Systems position peaked at $301K in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.