Physician Wealth Advisors
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Physician Wealth Advisors’s Comfort Systems FIX Stock Holding History

Physician Wealth Advisors’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 		$31.4K Buy
19
+6
+46% +$10.1K ﹤0.01% 570
2026
Q2 		$25.8K Buy
13
+1
+8% +$1.82K ﹤0.01% 596
2026
Q1 		$16.5K Buy
12
+2
+20% +$2.54K ﹤0.01% 669
2025
Q4 		$9.33K Buy
10
+1
+11% +$923 ﹤0.01% 796
2025
Q3 		$7.43K Buy
9
+2
+29% +$1.36K ﹤0.01% 822
2025
Q2 		$3.75K Buy
+7
New +$3.05K ﹤0.01% 874
2025
Q1 		– Sell
-3
Closed -$1.27K – 1468
2024
Q4 		$1.27K Buy
+3
New +$1.32K ﹤0.01% 901

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Physician Wealth Advisors's FIX Position: Q3 2026 in Review

Physician Wealth Advisors increased its Comfort Systems (FIX) stake by 46% in Q3 2026, buying an estimated $10.1K and bringing the position to 19 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Physician Wealth Advisors first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Physician Wealth Advisors held 19 shares of Comfort Systems worth $31.4K as of Q3 2026.
  • Physician Wealth Advisors bought 6 Comfort Systems shares in Q3 2026, an estimated $10.1K.
  • Comfort Systems made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #570 holding.
  • Physician Wealth Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • 668 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.