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Elevation Wealth Partners’s Comfort Systems FIX Stock Holding History

Elevation 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 		$11.9K Buy
6
+2
+50% +$3.63K ﹤0.01% 757
2026
Q1 		$5.52K Buy
+4
New +$5.08K ﹤0.01% 678

Other funds holding FIX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Elevation Wealth Partners increased its Comfort Systems (FIX) stake by 50% in Q2 2026, buying an estimated $3.63K and bringing the position to 6 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Elevation Wealth Partners first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Elevation Wealth Partners held 6 shares of Comfort Systems worth $11.9K as of Q2 2026.
  • Elevation Wealth Partners bought 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
  • Comfort Systems made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #757 holding.
  • Elevation Wealth Partners first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.