Wealth Enhancement Advisory Services’s Comfort Systems FIX Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$36.5M	Sell	23,323 -2,311	-9%	-$3.88M	0.05%	313
2026 Q2	$41.1M	Sell	25,634 -94	-0.4%	-$171K	0.07%	248
2026 Q1	$33.5M	Buy	25,728 +7,022	+38%	+$8.92M	0.07%	269
2025 Q4	$19.4M	Buy	18,706 +3,429	+22%	+$3.17M	0.03%	490
2025 Q3	$12.5M	Buy	15,277 +2,461	+19%	+$1.67M	0.02%	578
2025 Q2	$6.93M	Buy	12,816 +5,441	+74%	+$2.37M	0.01%	762
2025 Q1	$2.38M	Buy	7,375 +3,644	+98%	+$1.47M	﹤0.01%	1161
2024 Q4	$1.58M	Buy	3,731 +1,107	+42%	+$486K	﹤0.01%	1300
2024 Q3	$1.02M	Buy	+2,624	New	+$864K	﹤0.01%	1379

Other funds holding FIX

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's FIX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Comfort Systems (FIX) stake by 9% in Q3 2026, selling an estimated $3.88M and leaving 23,323 shares worth $36.5M. The position accounts for 0.05% of the portfolio, ranked #313.

Wealth Enhancement Advisory Services first reported a position in FIX in Q3 2024 and has held it in 9 quarters since. The position peaked at $41.1M in Q2 2026. 321 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Wealth Enhancement Advisory Services held 23,323 shares of Comfort Systems worth $36.5M as of Q3 2026.
Wealth Enhancement Advisory Services sold 2,311 Comfort Systems shares in Q3 2026, an estimated $3.88M.
Comfort Systems made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #313 holding.
Wealth Enhancement Advisory Services first reported a position in Comfort Systems in Q3 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Comfort Systems position peaked at $41.1M in Q2 2026.
321 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.