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
Q2 		$18.1M Buy
9,134
+3,522
+63% +$6.39M 0.03% 448
2026
Q1 		$7.69M Buy
5,612
+2,830
+102% +$3.59M 0.01% 710
2025
Q4 		$2.6M Buy
2,782
+902
+48% +$833K ﹤0.01% 1030
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 $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

Corient Private Wealth's FIX Position: Q2 2026 in Review

Corient Private Wealth increased its Comfort Systems (FIX) stake by 63% in Q2 2026, buying an estimated $6.39M and bringing the position to 9,134 shares worth $18.1M. The position accounts for 0.03% of the portfolio, ranked #448.

Corient Private Wealth first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Corient Private Wealth held 9,134 shares of Comfort Systems worth $18.1M as of Q2 2026.
  • Corient Private Wealth bought 3,522 Comfort Systems shares in Q2 2026, an estimated $6.39M.
  • Comfort Systems made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #448 holding.
  • Corient Private Wealth first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.