VisionPoint Advisory Group’s Comfort Systems FIX Stock Holding History

VisionPoint Advisory Group’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	$264K	Sell	133 -100	-43%	-$181K	0.04%	395
2026 Q1	$321K	Sell	233 -161	-41%	-$204K	0.06%	320
2025 Q4	$368K	Sell	394 -177	-31%	-$163K	0.07%	264
2025 Q3	$471K	Buy	571 +159	+39%	+$108K	0.09%	216
2025 Q2	$221K	Buy	+412	New	+$179K	0.05%	331
2023 Q4	–	Sell	-349	Closed	-$59.5K	–	791
2023 Q3	$59.5K	Buy	+349	New	+$61.2K	0.03%	231

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VisionPoint Advisory Group's FIX Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Comfort Systems (FIX) stake by 43% in Q2 2026, selling an estimated $181K and leaving 133 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #395.

VisionPoint Advisory Group first reported a position in FIX in Q3 2023 and has held it in 6 quarters since. The position peaked at $471K in Q3 2025. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

VisionPoint Advisory Group held 133 shares of Comfort Systems worth $264K as of Q2 2026.
VisionPoint Advisory Group sold 100 Comfort Systems shares in Q2 2026, an estimated $181K.
Comfort Systems made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #395 holding.
VisionPoint Advisory Group first reported a position in Comfort Systems in Q3 2023 and has held it in 6 quarters since.
VisionPoint Advisory Group's Comfort Systems position peaked at $471K in Q3 2025.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.