Focus Partners Wealth
FIX icon

Focus Partners Wealth’s Comfort Systems FIX Stock Holding History

Focus Partners Wealth’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
Q1 		$50M Buy
36,188
+12,652
+54% +$16.1M 0.06% 289
2025
Q4 		$22M Buy
23,536
+18,205
+341% +$16.8M 0.03% 466
2025
Q3 		$4.38M Buy
5,331
+1,742
+49% +$1.18M 0.01% 785
2025
Q2 		$1.92M Buy
3,589
+1,289
+56% +$562K ﹤0.01% 915
2025
Q1 		$741K Buy
2,300
+1,208
+111% +$487K ﹤0.01% 1180
2024
Q4 		$463K Buy
1,092
+504
+86% +$221K ﹤0.01% 1365
2024
Q3 		$230K Buy
+588
New +$194K ﹤0.01% 1408

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Focus Partners Wealth's FIX Position: Q1 2026 in Review

Focus Partners Wealth increased its Comfort Systems (FIX) stake by 54% in Q1 2026, buying an estimated $16.1M and bringing the position to 36,188 shares worth $50M. The position accounts for 0.06% of the portfolio, ranked #289.

Focus Partners Wealth first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Focus Partners Wealth held 36,188 shares of Comfort Systems worth $50M as of Q1 2026.
  • Focus Partners Wealth bought 12,652 Comfort Systems shares in Q1 2026, an estimated $16.1M.
  • Comfort Systems made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #289 holding.
  • Focus Partners Wealth first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.