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Bartlett & Co Wealth Management’s Comfort Systems FIX Stock Holding History

Bartlett & Co 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 		$410K Buy
+207
New +$376K 0.01% 380
2022
Q4 		– Sell
-57
Closed -$5.55K – 1137
2022
Q3 		$5.55K Hold
57
– – ﹤0.01% 904
2022
Q2 		$4.74K Buy
+57
New +$4.9K ﹤0.01% 1029
2021
Q4 		– Sell
-10
Closed -$713 – 562
2021
Q3 		$713 Buy
+10
New +$745 ﹤0.01% 923

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

Bartlett & Co Wealth Management's FIX Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Comfort Systems (FIX) in Q2 2026: 207 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in FIX as recently as Q3 2022.

Bartlett & Co Wealth Management first reported a position in FIX in Q3 2021 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Bartlett & Co Wealth Management held 207 shares of Comfort Systems worth $410K as of Q2 2026.
  • Comfort Systems was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Comfort Systems made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Bartlett & Co Wealth Management first reported a position in Comfort Systems in Q3 2021 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.