Thrive Wealth Management
FIX icon

Thrive Wealth Management’s Comfort Systems FIX Stock Holding History

Thrive 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
Q3 		$200K Buy
121
+3
+3% +$5.04K 0.02% 257
2026
Q2 		$234K Buy
+118
New +$214K 0.03% 228

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MN Services Vermogensbeheer
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Thrive Wealth Management's FIX Position: Q3 2026 in Review

Thrive Wealth Management increased its Comfort Systems (FIX) stake by 2.5% in Q3 2026, buying an estimated $5.04K and bringing the position to 121 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #257.

Thrive Wealth Management first reported a position in FIX in Q2 2026 and has held it in 2 quarters since. The position peaked at $234K in Q2 2026. 181 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Thrive Wealth Management held 121 shares of Comfort Systems worth $200K as of Q3 2026.
  • Thrive Wealth Management bought 3 Comfort Systems shares in Q3 2026, an estimated $5.04K.
  • Comfort Systems made up 0.02% of Thrive Wealth Management's portfolio in Q3 2026, its #257 holding.
  • Thrive Wealth Management first reported a position in Comfort Systems in Q2 2026 and has held it in 2 quarters since.
  • Thrive Wealth Management's Comfort Systems position peaked at $234K in Q2 2026.
  • 181 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.