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TruWealth Advisors’s Comfort Systems FIX Stock Holding History

TruWealth Advisors’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
Q1 		$229K Buy
+166
New +$211K 0.01% 165

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

TruWealth Advisors's FIX Position: Q1 2026 in Review

TruWealth Advisors opened a new position in Comfort Systems (FIX) in Q1 2026: 166 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings.

1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • TruWealth Advisors held 166 shares of Comfort Systems worth $229K as of Q1 2026.
  • Comfort Systems was a new TruWealth Advisors position in Q1 2026.
  • Comfort Systems made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #165 holding.
  • 1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.