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Evergreen Wealth Solutions’s Comfort Systems FIX Stock Holding History

Evergreen Wealth 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 		$266K Sell
154
-2
-1% -$3.63K 0.01% 447
2026
Q1 		$215K Buy
+156
New +$198K 0.02% 385

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

Evergreen Wealth Solutions's FIX Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Comfort Systems (FIX) stake by 1.3% in Q2 2026, selling an estimated $3.63K and leaving 154 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #447.

Evergreen Wealth Solutions first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Evergreen Wealth Solutions held 154 shares of Comfort Systems worth $266K as of Q2 2026.
  • Evergreen Wealth Solutions sold 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
  • Comfort Systems made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #447 holding.
  • Evergreen Wealth Solutions first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.