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Unique Wealth Strategies’s Comfort Systems FIX Stock Holding History

Unique Wealth Strategies’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 		– Sell
-409
Closed -$565K – 237
2026
Q1 		$565K Buy
+409
New +$519K 0.23% 129

Other funds holding FIX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Unique Wealth Strategies's FIX Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 409 shares — an estimated $565K sold.

Unique Wealth Strategies first reported a position in FIX in Q1 2026 and held it in 1 quarter. The position peaked at $565K in Q1 2026. 592 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 409 Comfort Systems shares in Q2 2026, an estimated $565K.
  • Unique Wealth Strategies first reported a position in Comfort Systems in Q1 2026 and held it in 1 quarter.
  • Unique Wealth Strategies's Comfort Systems position peaked at $565K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.