Curated Wealth Partners
FIX icon

Curated Wealth Partners’s Comfort Systems FIX Stock Holding History

Curated 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
Q3 		$1.98M Buy
1,197
+1,014
+554% +$1.7M 0.16% 50
2026
Q2 		$363K Buy
183
+31
+20% +$56.3K 0.04% 144
2026
Q1 		$210K Buy
+152
New +$193K 0.03% 214

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Artemis Investment Management
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Curated Wealth Partners's FIX Position: Q3 2026 in Review

Curated Wealth Partners increased its Comfort Systems (FIX) stake by 554% in Q3 2026, buying an estimated $1.7M and bringing the position to 1,197 shares worth $1.98M. The position accounts for 0.16% of the portfolio, ranked #50.

Curated Wealth Partners first reported a position in FIX in Q1 2026 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Curated Wealth Partners held 1,197 shares of Comfort Systems worth $1.98M as of Q3 2026.
  • Curated Wealth Partners bought 1,014 Comfort Systems shares in Q3 2026, an estimated $1.7M.
  • Comfort Systems made up 0.16% of Curated Wealth Partners's portfolio in Q3 2026, its #50 holding.
  • Curated Wealth Partners first reported a position in Comfort Systems in Q1 2026 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.