Corient Private Wealth
FIX icon

Corient Private Wealth’s Comfort Systems FIX Stock Holding History

Corient Private Wealth’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
Q1 		$7.69M Sell
5,612
-219
-4% -$278K 0.01% 710
2025
Q4 		$4.57M Buy
5,831
+3,951
+210% +$3.65M ﹤0.01% 1092
2025
Q3 		$1.55M Buy
1,880
+222
+13% +$150K ﹤0.01% 1191
2025
Q2 		$889K Buy
1,658
+398
+32% +$173K ﹤0.01% 1420
2025
Q1 		$406K Sell
1,260
-152
-11% -$61.3K ﹤0.01% 1700
2024
Q4 		$599K Buy
1,412
+179
+15% +$78.6K ﹤0.01% 1522
2024
Q3 		$481K Buy
1,233
+222
+22% +$73.1K ﹤0.01% 1752
2024
Q2 		$307K Buy
+1,011
New +$321K ﹤0.01% 1892

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Corient Private Wealth's FIX Position: Q1 2026 in Review

Corient Private Wealth reduced its Comfort Systems (FIX) stake by 3.8% in Q1 2026, selling an estimated $278K and leaving 5,612 shares worth $7.69M. The position accounts for 0.01% of the portfolio, ranked #710.

Corient Private Wealth first reported a position in FIX in Q2 2024 and has held it in 8 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Corient Private Wealth held 5,612 shares of Comfort Systems worth $7.69M as of Q1 2026.
  • Corient Private Wealth sold 219 Comfort Systems shares in Q1 2026, an estimated $278K.
  • Comfort Systems made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #710 holding.
  • Corient Private Wealth first reported a position in Comfort Systems in Q2 2024 and has held it in 8 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.