Clark Wealth Partners’s Comfort Systems FIX Stock Holding History

Clark 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	–	Sell	-23	Closed	-$31.7K	–	597
2026 Q1	$31.7K	Sell	23 -7	-23%	-$8.89K	0.02%	134
2025 Q4	$28K	Hold	30	–	–	0.02%	144
2025 Q3	$28K	Sell	30 -50	-63%	-$33.9K	0.02%	144
2025 Q2	$42.9K	Hold	80	–	–	0.03%	94
2025 Q1	$25.8K	Buy	+80	New	+$32.3K	0.02%	139

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clark Wealth Partners sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 23 shares — an estimated $31.7K sold.

Clark Wealth Partners first reported a position in FIX in Q1 2025 and held it in 5 quarters. The position peaked at $42.9K in Q2 2025. 1,268 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Clark Wealth Partners reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
Clark Wealth Partners sold 23 Comfort Systems shares in Q2 2026, an estimated $31.7K.
Clark Wealth Partners first reported a position in Comfort Systems in Q1 2025 and held it in 5 quarters.
Clark Wealth Partners's Comfort Systems position peaked at $42.9K in Q2 2025.
1,268 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.