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Drive Wealth Management’s Comfort Systems FIX Stock Holding History

Drive Wealth Management’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 		$1.08M Buy
546
+189
+53% +$343K 0.19% 92
2026
Q1 		$492K Sell
357
-4
-1% -$5.08K 0.1% 161
2025
Q4 		$337K Buy
+361
New +$333K 0.07% 234

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

Drive Wealth Management's FIX Position: Q2 2026 in Review

Drive Wealth Management increased its Comfort Systems (FIX) stake by 53% in Q2 2026, buying an estimated $343K and bringing the position to 546 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #92.

Drive Wealth Management first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Drive Wealth Management held 546 shares of Comfort Systems worth $1.08M as of Q2 2026.
  • Drive Wealth Management bought 189 Comfort Systems shares in Q2 2026, an estimated $343K.
  • Comfort Systems made up 0.19% of Drive Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Drive Wealth Management first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.