AWA
FIX icon

Arkadios Wealth Advisors’s Comfort Systems FIX Stock Holding History

Arkadios 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
Q1 		$1.08M Buy
783
+78
+11% +$99K 0.02% 753
2025
Q4 		$658K Buy
705
+322
+84% +$297K 0.01% 885
2025
Q3 		$316K Buy
+383
New +$260K 0.01% 1135
2021
Q4 		– Sell
-470
Closed -$33K – 988
2021
Q3 		$33K Buy
470
+1
+0.2% +$74 ﹤0.01% 1030
2021
Q2 		$37K Hold
469
– – ﹤0.01% 1031
2021
Q1 		$35K Buy
469
+360
+330% +$23K 0.01% 798
2020
Q4 		$5K Buy
+109
New +$5.65K ﹤0.01% 1114

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Arkadios Wealth Advisors's FIX Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Comfort Systems (FIX) stake by 11% in Q1 2026, buying an estimated $99K and bringing the position to 783 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #753.

Arkadios Wealth Advisors first reported a position in FIX in Q4 2020 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Arkadios Wealth Advisors held 783 shares of Comfort Systems worth $1.08M as of Q1 2026.
  • Arkadios Wealth Advisors bought 78 Comfort Systems shares in Q1 2026, an estimated $99K.
  • Comfort Systems made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #753 holding.
  • Arkadios Wealth Advisors first reported a position in Comfort Systems in Q4 2020 and has held it in 7 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.