Dorsey & Whitney Trust’s Comfort Systems FIX Stock Holding History

Dorsey & Whitney Trust’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	$1.08M	Buy	782 +45	+6%	+$57.1K	0.06%	274
2025 Q4	$688K	Buy	737 +17	+2%	+$15.7K	0.04%	361
2025 Q3	$594K	Buy	720 +1	+0.1%	+$678	0.03%	383
2025 Q2	$386K	Buy	719 +1	+0.1%	+$436	0.02%	479
2025 Q1	$232K	Buy	718 +5	+0.7%	+$2.02K	0.01%	598
2024 Q4	$302K	Hold	713	–	–	0.02%	516
2024 Q3	$278K	Hold	713	–	–	0.01%	542
2024 Q2	$217K	Sell	713 -10	-1%	-$3.18K	0.02%	569
2024 Q1	$230K	Buy	+723	New	+$185K	0.02%	560

Other funds holding FIX

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Dorsey & Whitney Trust's FIX Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Comfort Systems (FIX) stake by 6.1% in Q1 2026, buying an estimated $57.1K and bringing the position to 782 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #274.

Dorsey & Whitney Trust first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Dorsey & Whitney Trust held 782 shares of Comfort Systems worth $1.08M as of Q1 2026.
Dorsey & Whitney Trust bought 45 Comfort Systems shares in Q1 2026, an estimated $57.1K.
Comfort Systems made up 0.06% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #274 holding.
Dorsey & Whitney Trust first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.