EI
FIX icon

Ellevest Inc’s Comfort Systems FIX Stock Holding History

Ellevest Inc’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 		$327K Buy
237
+10
+4% +$12.7K 0.05% 311
2025
Q4 		$212K Buy
+227
New +$210K 0.03% 399
2023
Q1 		– Sell
-14
Closed -$1.61K – 1959
2022
Q4 		$1.61K Buy
14
+1
+8% +$116 ﹤0.01% 1423
2022
Q3 		$1K Buy
+13
New +$1.27K ﹤0.01% 1458

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Ellevest Inc's FIX Position: Q1 2026 in Review

Ellevest Inc increased its Comfort Systems (FIX) stake by 4.4% in Q1 2026, buying an estimated $12.7K and bringing the position to 237 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #311.

Ellevest Inc first reported a position in FIX in Q3 2022 and has held it in 4 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Ellevest Inc held 237 shares of Comfort Systems worth $327K as of Q1 2026.
  • Ellevest Inc bought 10 Comfort Systems shares in Q1 2026, an estimated $12.7K.
  • Comfort Systems made up 0.05% of Ellevest Inc's portfolio in Q1 2026, its #311 holding.
  • Ellevest Inc first reported a position in Comfort Systems in Q3 2022 and has held it in 4 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.