Valued Wealth Advisors’s Comfort Systems FIX Stock Holding History

Valued Wealth 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 Q2	$9.91K	Buy	5 +1	+25%	+$1.81K	﹤0.01%	310
2026 Q1	$5.52K	Hold	4	–	–	﹤0.01%	383
2025 Q4	$3.73K	Buy	+4	New	+$3.69K	﹤0.01%	336
2024 Q4	–	Sell	-5	Closed	-$1.95K	–	659
2024 Q3	$1.95K	Hold	5	–	–	﹤0.01%	371
2024 Q2	$1.52K	Hold	5	–	–	﹤0.01%	397
2024 Q1	$1.59K	Buy	+5	New	+$1.28K	﹤0.01%	387

Other funds holding FIX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EOJOAM

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

Valued Wealth Advisors's FIX Position: Q2 2026 in Review

Valued Wealth Advisors increased its Comfort Systems (FIX) stake by 25% in Q2 2026, buying an estimated $1.81K and bringing the position to 5 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Valued Wealth Advisors first reported a position in FIX in Q1 2024 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Valued Wealth Advisors held 5 shares of Comfort Systems worth $9.91K as of Q2 2026.
Valued Wealth Advisors bought 1 Comfort Systems share in Q2 2026, an estimated $1.81K.
Comfort Systems made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #310 holding.
Valued Wealth Advisors first reported a position in Comfort Systems in Q1 2024 and has held it in 6 quarters since.
343 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.