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Cyndeo Wealth Partners’s Comfort Systems FIX Stock Holding History

Cyndeo 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
Q1 		$675K Buy
489
+15
+3% +$19K 0.04% 282
2025
Q4 		$443K Buy
474
+157
+50% +$145K 0.02% 335
2025
Q3 		$262K Buy
+317
New +$215K 0.01% 416
2025
Q1 		– Sell
-790
Closed -$335K – 463
2024
Q4 		$335K Hold
790
– – 0.02% 354
2024
Q3 		$308K Hold
790
– – 0.02% 360
2024
Q2 		$240K Hold
790
– – 0.02% 363
2024
Q1 		$251K Buy
+790
New +$202K 0.02% 346

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Cyndeo Wealth Partners's FIX Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Comfort Systems (FIX) stake by 3.2% in Q1 2026, buying an estimated $19K and bringing the position to 489 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #282.

Cyndeo Wealth Partners first reported a position in FIX in Q1 2024 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Cyndeo Wealth Partners held 489 shares of Comfort Systems worth $675K as of Q1 2026.
  • Cyndeo Wealth Partners bought 15 Comfort Systems shares in Q1 2026, an estimated $19K.
  • Comfort Systems made up 0.04% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #282 holding.
  • Cyndeo Wealth Partners first reported a position in Comfort Systems in Q1 2024 and has held it in 7 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.