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Avion Wealth’s Comfort Systems FIX Stock Holding History

Avion Wealth’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 		$15K Hold
8
– – ﹤0.01% 463
2026
Q1 		$11K Hold
8
– – ﹤0.01% 467
2025
Q4 		$7K Sell
8
-49
-86% -$45.2K ﹤0.01% 577
2025
Q3 		$47K Buy
57
+54
+1,800% +$36.6K 0.01% 220
2025
Q2 		$1K Buy
3
+1
+50% +$436 ﹤0.01% 965
2025
Q1 		$0 Buy
+2
New +$807 ﹤0.01% 1133
2024
Q4 		– Sell
-1
Closed – – 1096
2024
Q3 		$0 Buy
+1
New +$329 ﹤0.01% 1117

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

Avion Wealth's FIX Position: Q2 2026 in Review

Avion Wealth held its Comfort Systems (FIX) position steady in Q2 2026 at 8 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Avion Wealth first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. The position peaked at $47K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Avion Wealth held 8 shares of Comfort Systems worth $15K as of Q2 2026.
  • Avion Wealth left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #463 holding.
  • Avion Wealth first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
  • Avion Wealth's Comfort Systems position peaked at $47K in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.