RMG Wealth Management’s Comfort Systems FIX Stock Holding History

RMG 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	–	Sell	-5	Closed	-$10.2K	–	622
2026 Q1	$10.2K	Buy	+5	New	+$6.35K	﹤0.01%	289

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

RMG Wealth Management sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 5 shares — an estimated $10.2K sold.

RMG Wealth Management first reported a position in FIX in Q1 2026 and held it in 1 quarter. The position peaked at $10.2K in Q1 2026. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

RMG Wealth Management reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 5 Comfort Systems shares in Q2 2026, an estimated $10.2K.
RMG Wealth Management first reported a position in Comfort Systems in Q1 2026 and held it in 1 quarter.
RMG Wealth Management's Comfort Systems position peaked at $10.2K in Q1 2026.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.