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
Q2 		$81.4M Buy
41,046
+4,858
+13% +$8.82M 0.08% 227
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 $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

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

Focus Partners Wealth increased its Comfort Systems (FIX) stake by 13% in Q2 2026, buying an estimated $8.82M and bringing the position to 41,046 shares worth $81.4M. The position accounts for 0.08% of the portfolio, ranked #227.

Focus Partners Wealth first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Focus Partners Wealth held 41,046 shares of Comfort Systems worth $81.4M as of Q2 2026.
  • Focus Partners Wealth bought 4,858 Comfort Systems shares in Q2 2026, an estimated $8.82M.
  • Comfort Systems made up 0.08% of Focus Partners Wealth's portfolio in Q2 2026, its #227 holding.
  • Focus Partners Wealth first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.