EWA
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EverSource Wealth Advisors’s Comfort Systems FIX Stock Holding History

EverSource Wealth Advisors’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 		$2.98M Sell
1,503
-228
-13% -$414K 0.1% 171
2026
Q1 		$2.39M Buy
1,731
+187
+12% +$237K 0.07% 191
2025
Q4 		$1.44M Buy
1,544
+404
+35% +$373K 0.05% 263
2025
Q3 		$941K Buy
1,140
+219
+24% +$148K 0.04% 324
2025
Q2 		$494K Buy
921
+820
+812% +$357K 0.02% 461
2025
Q1 		$32.6K Buy
101
+20
+25% +$8.07K ﹤0.01% 1441
2024
Q4 		$34.3K Buy
81
+77
+1,925% +$33.8K ﹤0.01% 1356
2024
Q3 		$1.56K Hold
4
– – ﹤0.01% 2612
2024
Q2 		$1.33K Buy
4
+3
+300% +$954 ﹤0.01% 2665
2024
Q1 		$309 Sell
1
-34
-97% -$8.69K ﹤0.01% 2776
2023
Q4 		$7.2K Buy
+35
New +$6.47K ﹤0.01% 1708

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

EverSource Wealth Advisors's FIX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Comfort Systems (FIX) stake by 13% in Q2 2026, selling an estimated $414K and leaving 1,503 shares worth $2.98M. The position accounts for 0.1% of the portfolio, ranked #171.

EverSource Wealth Advisors first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • EverSource Wealth Advisors held 1,503 shares of Comfort Systems worth $2.98M as of Q2 2026.
  • EverSource Wealth Advisors sold 228 Comfort Systems shares in Q2 2026, an estimated $414K.
  • Comfort Systems made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • EverSource Wealth Advisors first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.