True Wealth Design’s Comfort Systems FIX Stock Holding History

True Wealth Design’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	$789K	Sell	398 -49	-11%	-$88.9K	0.19%	30
2026 Q1	$616K	Buy	447 +25	+6%	+$31.7K	0.17%	32
2025 Q4	$394K	Sell	422 -51	-11%	-$47.1K	0.12%	36
2025 Q3	$390K	Buy	473 +88	+23%	+$59.6K	0.12%	32
2025 Q2	$206K	Buy	385 +112	+41%	+$48.8K	0.07%	46
2025 Q1	$88K	Buy	273 +117	+75%	+$47.2K	0.03%	105
2024 Q4	$66.2K	Buy	156 +19	+14%	+$8.34K	0.03%	120
2024 Q3	$53.5K	Buy	+137	New	+$45.1K	0.02%	128
2023 Q2	–	Sell	-4	Closed	-$584	–	819
2023 Q1	$584	Buy	+4	New	+$519	﹤0.01%	492

Other funds holding FIX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

True Wealth Design's FIX Position: Q2 2026 in Review

True Wealth Design reduced its Comfort Systems (FIX) stake by 11% in Q2 2026, selling an estimated $88.9K and leaving 398 shares worth $789K. The position accounts for 0.19% of the portfolio, ranked #30.

True Wealth Design first reported a position in FIX in Q1 2023 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

True Wealth Design held 398 shares of Comfort Systems worth $789K as of Q2 2026.
True Wealth Design sold 49 Comfort Systems shares in Q2 2026, an estimated $88.9K.
Comfort Systems made up 0.19% of True Wealth Design's portfolio in Q2 2026, its #30 holding.
True Wealth Design first reported a position in Comfort Systems in Q1 2023 and has held it in 9 quarters since.
180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.