Forefront Wealth Partners’s Comfort Systems FIX Stock Holding History

Forefront 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	–	Sell	-174	Closed	-$240K	–	183
2026 Q1	$240K	Buy	+174	New	+$221K	0.1%	141

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Forefront Wealth Partners sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 174 shares — an estimated $240K sold.

Forefront Wealth Partners first reported a position in FIX in Q1 2026 and held it in 1 quarter. The position peaked at $240K in Q1 2026. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Forefront Wealth Partners reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
Forefront Wealth Partners sold 174 Comfort Systems shares in Q2 2026, an estimated $240K.
Forefront Wealth Partners first reported a position in Comfort Systems in Q1 2026 and held it in 1 quarter.
Forefront Wealth Partners's Comfort Systems position peaked at $240K in Q1 2026.
1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.