Darden Wealth Group’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$447K Hold
270
– – 0.18% 100
2026
Q2
$535K Hold
270
– – 0.21% 90
2026
Q1
$372K Buy
270
+50
+23% +$63.5K 0.19% 100
2025
Q4
$205K Buy
+220
New +$203K 0.1% 139

Other funds holding FIX

Darden Wealth Group's FIX Position: Q3 2026 in Review

Darden Wealth Group held its Comfort Systems (FIX) position steady in Q3 2026 at 270 shares worth $447K. The position accounts for 0.18% of the portfolio, ranked #100.

Darden Wealth Group first reported a position in FIX in Q4 2025 and has held it in 4 quarters since. The position peaked at $535K in Q2 2026. 639 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Darden Wealth Group held 270 shares of Comfort Systems worth $447K as of Q3 2026.
  • Darden Wealth Group left its Comfort Systems share count unchanged in Q3 2026.
  • Comfort Systems made up 0.18% of Darden Wealth Group's portfolio in Q3 2026, its #100 holding.
  • Darden Wealth Group first reported a position in Comfort Systems in Q4 2025 and has held it in 4 quarters since.
  • Darden Wealth Group's Comfort Systems position peaked at $535K in Q2 2026.
  • 639 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.