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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
Q2 		$363K Buy
183
+31
+20% +$56.3K 0.04% 144
2026
Q1 		$210K Buy
+152
New +$193K 0.03% 214

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

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

Curated Wealth Partners increased its Comfort Systems (FIX) stake by 20% in Q2 2026, buying an estimated $56.3K and bringing the position to 183 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #144.

Curated Wealth Partners first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Curated Wealth Partners held 183 shares of Comfort Systems worth $363K as of Q2 2026.
  • Curated Wealth Partners bought 31 Comfort Systems shares in Q2 2026, an estimated $56.3K.
  • Comfort Systems made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Curated Wealth Partners first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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