AWM
FIX icon

Avior Wealth Management’s Comfort Systems FIX Stock Holding History

Avior Wealth Management’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 		$1.68M Sell
847
-800
-49% -$1.45M 0.04% 274
2026
Q1 		$2.27M Sell
1,647
-254
-13% -$322K 0.06% 236
2025
Q4 		$1.77M Sell
1,901
-714
-27% -$659K 0.06% 217
2025
Q3 		$2.16M Sell
2,615
-1
-0% -$678 0.07% 186
2025
Q2 		$1.4M Buy
2,616
+3
+0.1% +$1.31K 0.05% 224
2025
Q1 		$842K Sell
2,613
-5
-0.2% -$2.02K 0.03% 296
2024
Q4 		$1.11M Sell
2,618
-62
-2% -$27.2K 0.04% 266
2024
Q3 		$1.05M Buy
2,680
+60
+2% +$19.8K 0.04% 277
2024
Q2 		$797K Buy
2,620
+7
+0.3% +$2.23K 0.03% 326
2024
Q1 		$830K Buy
2,613
+1,011
+63% +$258K 0.04% 330
2023
Q4 		$329K Buy
+1,602
New +$296K 0.02% 428

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

Avior Wealth Management's FIX Position: Q2 2026 in Review

Avior Wealth Management reduced its Comfort Systems (FIX) stake by 49% in Q2 2026, selling an estimated $1.45M and leaving 847 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #274.

Avior Wealth Management first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Avior Wealth Management held 847 shares of Comfort Systems worth $1.68M as of Q2 2026.
  • Avior Wealth Management sold 800 Comfort Systems shares in Q2 2026, an estimated $1.45M.
  • Comfort Systems made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Avior Wealth Management first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
  • Avior Wealth Management's Comfort Systems position peaked at $2.27M in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.