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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Barlow Wealth Partners's FIX Position: Q2 2026 in Review

Barlow Wealth Partners reduced its Comfort Systems (FIX) stake by 3.8% in Q2 2026, selling an estimated $25.4K and leaving 350 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #83.

Barlow Wealth Partners first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $601K in Q1 2026. 523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Barlow Wealth Partners held 350 shares of Comfort Systems worth $590K as of Q2 2026.
  • Barlow Wealth Partners sold 14 Comfort Systems shares in Q2 2026, an estimated $25.4K.
  • Comfort Systems made up 0.06% of Barlow Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Barlow Wealth Partners first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • Barlow Wealth Partners's Comfort Systems position peaked at $601K in Q1 2026.
  • 523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.