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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 		$553K Buy
194,764
+194,612
+128,034% +$353M 0.07% 243
2026
Q1 		$210K Buy
+152
New +$193K 0.03% 214

Other funds holding FIX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Curated Wealth Partners increased its Comfort Systems (FIX) stake by 128,034% in Q2 2026, buying an estimated $353M and bringing the position to 194,764 shares worth $553K. The position accounts for 0.07% of the portfolio, ranked #243.

Curated Wealth Partners first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Curated Wealth Partners held 194,764 shares of Comfort Systems worth $553K as of Q2 2026.
  • Curated Wealth Partners bought 194,612 Comfort Systems shares in Q2 2026, an estimated $353M.
  • Comfort Systems made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #243 holding.
  • Curated Wealth Partners first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 390 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.