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DiNuzzo Private Wealth’s Comfort Systems FIX Stock Holding History

DiNuzzo Private Wealth’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 		$19.8K Hold
10
– – ﹤0.01% 212
2026
Q1 		$13.8K Hold
10
– – ﹤0.01% 237
2025
Q4 		$9.33K Hold
10
– – ﹤0.01% 280
2025
Q3 		$7.03K Hold
10
– – ﹤0.01% 316
2025
Q2 		$5.36K Hold
10
– – ﹤0.01% 360
2025
Q1 		$3.22K Hold
10
– – ﹤0.01% 446
2024
Q4 		$4.24K Hold
10
– – ﹤0.01% 385
2024
Q3 		$3.9K Sell
10
-1
-9% -$329 ﹤0.01% 415
2024
Q2 		$3.35K Buy
11
+1
+10% +$318 ﹤0.01% 373
2024
Q1 		$3.18K Hold
10
– – ﹤0.01% 337
2023
Q4 		$2.06K Buy
+10
New +$1.85K ﹤0.01% 428

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

DiNuzzo Private Wealth's FIX Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Comfort Systems (FIX) position steady in Q2 2026 at 10 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

DiNuzzo Private Wealth first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • DiNuzzo Private Wealth held 10 shares of Comfort Systems worth $19.8K as of Q2 2026.
  • DiNuzzo Private Wealth left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #212 holding.
  • DiNuzzo Private Wealth first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.