Simplicity Wealth’s Comfort Systems FIX Stock Holding History

Simplicity Wealth’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	$601K	Buy	303 +117	+63%	+$212K	0.02%	569
2026 Q1	$257K	Buy	+186	New	+$236K	0.01%	641

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

Simplicity Wealth's FIX Position: Q2 2026 in Review

Simplicity Wealth increased its Comfort Systems (FIX) stake by 63% in Q2 2026, buying an estimated $212K and bringing the position to 303 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #569.

Simplicity Wealth first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Simplicity Wealth held 303 shares of Comfort Systems worth $601K as of Q2 2026.
Simplicity Wealth bought 117 Comfort Systems shares in Q2 2026, an estimated $212K.
Comfort Systems made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #569 holding.
Simplicity Wealth first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.