CWP
FIX icon

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
Q2 		$986K Buy
497
+8
+2% +$14.5K 0.05% 262
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 $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

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

Cyndeo Wealth Partners increased its Comfort Systems (FIX) stake by 1.6% in Q2 2026, buying an estimated $14.5K and bringing the position to 497 shares worth $986K. The position accounts for 0.05% of the portfolio, ranked #262.

Cyndeo Wealth Partners first reported a position in FIX in Q1 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Cyndeo Wealth Partners held 497 shares of Comfort Systems worth $986K as of Q2 2026.
  • Cyndeo Wealth Partners bought 8 Comfort Systems shares in Q2 2026, an estimated $14.5K.
  • Comfort Systems made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #262 holding.
  • Cyndeo Wealth Partners first reported a position in Comfort Systems in Q1 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.