TWD
FIX icon

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
Q3 		$539K Sell
326
-72
-18% -$121K 0.13% 35
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's FIX Position: Q3 2026 in Review

True Wealth Design reduced its Comfort Systems (FIX) stake by 18% in Q3 2026, selling an estimated $121K and leaving 326 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #35.

True Wealth Design first reported a position in FIX in Q1 2023 and has held it in 10 quarters since. The position peaked at $789K in Q2 2026. 212 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • True Wealth Design held 326 shares of Comfort Systems worth $539K as of Q3 2026.
  • True Wealth Design sold 72 Comfort Systems shares in Q3 2026, an estimated $121K.
  • Comfort Systems made up 0.13% of True Wealth Design's portfolio in Q3 2026, its #35 holding.
  • True Wealth Design first reported a position in Comfort Systems in Q1 2023 and has held it in 10 quarters since.
  • True Wealth Design's Comfort Systems position peaked at $789K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.