Rothwell Investment Advisors, LLC’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.27M Buy
+766
New +$1.29M 0.68% 22

Other funds holding FIX

Rothwell Investment Advisors, LLC's FIX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Comfort Systems (FIX) in Q3 2026: 766 shares worth $1.27M. The stake represents 0.68% of the portfolio and ranks #22 among its holdings.

639 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 766 shares of Comfort Systems worth $1.27M as of Q3 2026.
  • Comfort Systems was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Comfort Systems made up 0.68% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #22 holding.
  • 639 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.