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Waypoint Wealth Counsel’s Comfort Systems FIX Stock Holding History

Waypoint Wealth Counsel’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 		$753K Sell
380
-537
-59% -$974K 0.47% 32
2026
Q1 		$1.26M Sell
917
-37
-4% -$47K 0.65% 22
2025
Q4 		$890K Buy
954
+151
+19% +$139K 0.33% 56
2025
Q3 		$663K Buy
803
+143
+22% +$96.9K 0.26% 64
2025
Q2 		$354K Buy
+660
New +$288K 0.18% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waypoint Wealth Counsel's FIX Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Comfort Systems (FIX) stake by 59% in Q2 2026, selling an estimated $974K and leaving 380 shares worth $753K. The position accounts for 0.47% of the portfolio, ranked #32.

Waypoint Wealth Counsel first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Waypoint Wealth Counsel held 380 shares of Comfort Systems worth $753K as of Q2 2026.
  • Waypoint Wealth Counsel sold 537 Comfort Systems shares in Q2 2026, an estimated $974K.
  • Comfort Systems made up 0.47% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #32 holding.
  • Waypoint Wealth Counsel first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Comfort Systems position peaked at $1.26M in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.