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Everhart Financial Group’s Comfort Systems FIX Stock Holding History

Everhart Financial Group’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 		$609K Buy
307
+15
+5% +$27.2K 0.04% 245
2026
Q1 		$403K Buy
+292
New +$371K 0.03% 316

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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

Everhart Financial Group's FIX Position: Q2 2026 in Review

Everhart Financial Group increased its Comfort Systems (FIX) stake by 5.1% in Q2 2026, buying an estimated $27.2K and bringing the position to 307 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #245.

Everhart Financial Group 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.

  • Everhart Financial Group held 307 shares of Comfort Systems worth $609K as of Q2 2026.
  • Everhart Financial Group bought 15 Comfort Systems shares in Q2 2026, an estimated $27.2K.
  • Comfort Systems made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #245 holding.
  • Everhart Financial Group 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 Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.