Barlow Wealth Partners
FIX icon

Barlow Wealth Partners’s Comfort Systems FIX Stock Holding History

Barlow Wealth Partners’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
Q3 		$636K Hold
350
– – 0.07% 79
2026
Q2 		$590K Sell
350
-14
-4% -$25.4K 0.06% 83
2026
Q1 		$601K Hold
364
– – 0.07% 77
2025
Q4 		$368K Buy
364
+100
+38% +$92.3K 0.04% 99
2025
Q3 		$209K Buy
+264
New +$179K 0.02% 130

Other funds holding FIX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barlow Wealth Partners's FIX Position: Q3 2026 in Review

Barlow Wealth Partners held its Comfort Systems (FIX) position steady in Q3 2026 at 350 shares worth $636K. The position accounts for 0.07% of the portfolio, ranked #79.

Barlow Wealth Partners first reported a position in FIX in Q3 2025 and has held it in 5 quarters since. 1,055 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Barlow Wealth Partners held 350 shares of Comfort Systems worth $636K as of Q3 2026.
  • Barlow Wealth Partners left its Comfort Systems share count unchanged in Q3 2026.
  • Comfort Systems made up 0.07% of Barlow Wealth Partners's portfolio in Q3 2026, its #79 holding.
  • Barlow Wealth Partners first reported a position in Comfort Systems in Q3 2025 and has held it in 5 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.