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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

EOJOAM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's FIX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Comfort Systems (FIX) stake by 0.37% in Q2 2026, selling an estimated $171K and leaving 25,634 shares worth $41.1M. The position accounts for 0.07% of the portfolio, ranked #248.

Wealth Enhancement Advisory Services first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Wealth Enhancement Advisory Services held 25,634 shares of Comfort Systems worth $41.1M as of Q2 2026.
Wealth Enhancement Advisory Services sold 94 Comfort Systems shares in Q2 2026, an estimated $171K.
Comfort Systems made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #248 holding.
Wealth Enhancement Advisory Services first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
180 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.