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Aaron Wealth Advisors’s Comfort Systems FIX Stock Holding History

Aaron Wealth Advisors’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 		$351K Buy
+177
New +$321K 0.02% 534
2026
Q1 		– Sell
-259
Closed -$242K – 718
2025
Q4 		$242K Buy
259
+2
+0.8% +$1.85K 0.01% 619
2025
Q3 		$212K Buy
+257
New +$174K 0.01% 614

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

Aaron Wealth Advisors's FIX Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in Comfort Systems (FIX) in Q2 2026: 177 shares worth $351K. The stake represents 0.02% of the portfolio and ranks #534 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in FIX as recently as Q4 2025.

Aaron Wealth Advisors first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Aaron Wealth Advisors held 177 shares of Comfort Systems worth $351K as of Q2 2026.
  • Comfort Systems was a new Aaron Wealth Advisors position in Q2 2026.
  • Comfort Systems made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #534 holding.
  • Aaron Wealth Advisors first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.