EWM
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Empirical Wealth Management’s Comfort Systems FIX Stock Holding History

Empirical 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 		$204K Sell
103
-47
-31% -$85.3K ﹤0.01% 1011
2026
Q1 		$207K Buy
+150
New +$190K ﹤0.01% 937
2025
Q1 		– Sell
-1,164
Closed -$493K – 672
2024
Q4 		$493K Buy
+1,164
New +$511K 0.01% 387

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

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

Empirical Wealth Management reduced its Comfort Systems (FIX) stake by 31% in Q2 2026, selling an estimated $85.3K and leaving 103 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Empirical Wealth Management first reported a position in FIX in Q4 2024 and has held it in 3 quarters since. The position peaked at $493K in Q4 2024. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Empirical Wealth Management held 103 shares of Comfort Systems worth $204K as of Q2 2026.
  • Empirical Wealth Management sold 47 Comfort Systems shares in Q2 2026, an estimated $85.3K.
  • Comfort Systems made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1011 holding.
  • Empirical Wealth Management first reported a position in Comfort Systems in Q4 2024 and has held it in 3 quarters since.
  • Empirical Wealth Management's Comfort Systems position peaked at $493K in Q4 2024.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.