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Precision Wealth Strategies’s Comfort Systems FIX Stock Holding History

Precision Wealth Strategies’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 		$1.27M Sell
642
-22
-3% -$39.9K 0.38% 58
2026
Q1 		$916K Sell
664
-772
-54% -$980K 0.3% 75
2025
Q4 		$1.34M Buy
1,436
+119
+9% +$110K 0.43% 51
2025
Q3 		$1.09M Buy
1,317
+67
+5% +$45.4K 0.35% 62
2025
Q2 		$670K Buy
1,250
+133
+12% +$57.9K 0.22% 88
2025
Q1 		$360K Buy
1,117
+145
+15% +$58.5K 0.28% 72
2024
Q4 		$412K Buy
+972
New +$427K 0.32% 69

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

Precision Wealth Strategies's FIX Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Comfort Systems (FIX) stake by 3.3% in Q2 2026, selling an estimated $39.9K and leaving 642 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #58.

Precision Wealth Strategies first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Precision Wealth Strategies held 642 shares of Comfort Systems worth $1.27M as of Q2 2026.
  • Precision Wealth Strategies sold 22 Comfort Systems shares in Q2 2026, an estimated $39.9K.
  • Comfort Systems made up 0.38% of Precision Wealth Strategies's portfolio in Q2 2026, its #58 holding.
  • Precision Wealth Strategies first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • Precision Wealth Strategies's Comfort Systems position peaked at $1.34M in Q4 2025.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.