FWP
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Family Wealth Partners’s Comfort Systems FIX Stock Holding History

Family Wealth Partners’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 		$597K Sell
301
-33
-10% -$59.9K 0.18% 58
2026
Q1 		$461K Buy
334
+93
+39% +$118K 0.16% 65
2025
Q4 		$225K Buy
+241
New +$223K 0.08% 81

Other funds holding FIX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Family Wealth Partners's FIX Position: Q2 2026 in Review

Family Wealth Partners reduced its Comfort Systems (FIX) stake by 9.9% in Q2 2026, selling an estimated $59.9K and leaving 301 shares worth $597K. The position accounts for 0.18% of the portfolio, ranked #58.

Family Wealth Partners first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Family Wealth Partners held 301 shares of Comfort Systems worth $597K as of Q2 2026.
  • Family Wealth Partners sold 33 Comfort Systems shares in Q2 2026, an estimated $59.9K.
  • Comfort Systems made up 0.18% of Family Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Family Wealth Partners first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.