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Crewe Advisors’s Comfort Systems FIX Stock Holding History

Crewe Advisors’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 		$277K Buy
140
+76
+119% +$138K 0.02% 194
2026
Q1 		$88.3K Sell
64
-4
-6% -$5.08K 0.01% 315
2025
Q4 		$63.5K Buy
68
+4
+6% +$3.69K 0.01% 338
2025
Q3 		$52.8K Buy
64
+42
+191% +$28.5K 0.01% 371
2025
Q2 		$11.8K Hold
22
– – ﹤0.01% 439
2025
Q1 		$7.09K Hold
22
– – ﹤0.01% 451
2024
Q4 		$9.33K Buy
+22
New +$9.66K ﹤0.01% 434
2024
Q3 		– Sell
-63
Closed -$19.2K – 815
2024
Q2 		$19.2K Buy
63
+41
+186% +$13K ﹤0.01% 560
2024
Q1 		$6.99K Buy
+22
New +$5.62K ﹤0.01% 674
2023
Q4 		– Sell
-1
Closed -$171 – 521
2023
Q3 		$171 Buy
+1
New +$175 ﹤0.01% 459

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

Crewe Advisors's FIX Position: Q2 2026 in Review

Crewe Advisors increased its Comfort Systems (FIX) stake by 119% in Q2 2026, buying an estimated $138K and bringing the position to 140 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #194.

Crewe Advisors first reported a position in FIX in Q3 2023 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Crewe Advisors held 140 shares of Comfort Systems worth $277K as of Q2 2026.
  • Crewe Advisors bought 76 Comfort Systems shares in Q2 2026, an estimated $138K.
  • Comfort Systems made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #194 holding.
  • Crewe Advisors first reported a position in Comfort Systems in Q3 2023 and has held it in 10 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.