Envestnet Portfolio Solutions
FIX icon

Envestnet Portfolio Solutions’s Comfort Systems FIX Stock Holding History

Envestnet Portfolio Solutions’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 		$762K Buy
384
+25
+7% +$45.4K ﹤0.01% 815
2026
Q1 		$495K Sell
359
-164
-31% -$208K ﹤0.01% 910
2025
Q4 		$488K Buy
523
+18
+4% +$16.6K ﹤0.01% 1068
2025
Q3 		$417K Sell
505
-19
-4% -$12.9K ﹤0.01% 1097
2025
Q2 		$281K Sell
524
-300
-36% -$131K ﹤0.01% 1368
2025
Q1 		$266K Sell
824
-700
-46% -$282K ﹤0.01% 1354
2024
Q4 		$646K Sell
1,524
-379
-20% -$166K ﹤0.01% 1108
2024
Q3 		$743K Sell
1,903
-8
-0.4% -$2.63K ﹤0.01% 1018
2024
Q2 		$581K Sell
1,911
-1,041
-35% -$331K ﹤0.01% 1072
2024
Q1 		$938K Sell
2,952
-2,166
-42% -$553K ﹤0.01% 860
2023
Q4 		$1.05M Sell
5,118
-422
-8% -$78K ﹤0.01% 782
2023
Q3 		$944K Buy
+5,540
New +$972K ﹤0.01% 761

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

Envestnet Portfolio Solutions's FIX Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Comfort Systems (FIX) stake by 7% in Q2 2026, buying an estimated $45.4K and bringing the position to 384 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Envestnet Portfolio Solutions first reported a position in FIX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2023. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Envestnet Portfolio Solutions held 384 shares of Comfort Systems worth $762K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 25 Comfort Systems shares in Q2 2026, an estimated $45.4K.
  • Comfort Systems made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #815 holding.
  • Envestnet Portfolio Solutions first reported a position in Comfort Systems in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Comfort Systems position peaked at $1.05M in Q4 2023.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.