EWP
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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
Q3 		$6.62K Sell
4
-2
-33% -$3.36K ﹤0.01% 1031
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Elevation Wealth Partners's FIX Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Comfort Systems (FIX) stake by 33% in Q3 2026, selling an estimated $3.36K and leaving 4 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Elevation Wealth Partners first reported a position in FIX in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.9K in Q2 2026. 39 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Elevation Wealth Partners held 4 shares of Comfort Systems worth $6.62K as of Q3 2026.
  • Elevation Wealth Partners sold 2 Comfort Systems shares in Q3 2026, an estimated $3.36K.
  • Comfort Systems made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1031 holding.
  • Elevation Wealth Partners first reported a position in Comfort Systems in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Comfort Systems position peaked at $11.9K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.