GRP
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Global Retirement Partners’s Comfort Systems FIX Stock Holding History

Global Retirement 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 		$1.36M Buy
+684
New +$1.24M 0.02% 637
2025
Q4 		$362K Buy
388
+75
+24% +$69.2K 0.01% 1133
2025
Q3 		$258K Buy
313
+174
+125% +$118K 0.01% 1050
2025
Q2 		$74.4K Buy
+139
New +$60.6K ﹤0.01% 1570
2024
Q4 		$59.6K Sell
141
-5
-3% -$2.19K ﹤0.01% 1537
2024
Q3 		$57.2K Sell
146
-4
-3% -$1.32K ﹤0.01% 1501
2024
Q2 		$45.7K Hold
150
– – ﹤0.01% 1587
2024
Q1 		$47.8K Hold
150
– – ﹤0.01% 1438
2023
Q4 		$30.4K Sell
150
-6
-4% -$1.11K ﹤0.01% 1557
2023
Q3 		$26K Buy
156
+1
+0.6% +$175 ﹤0.01% 1544
2023
Q2 		$25.4K Buy
155
+28
+22% +$4.16K ﹤0.01% 1570
2023
Q1 		$19K Sell
127
-4
-3% -$519 ﹤0.01% 1654
2022
Q4 		$15K Hold
131
– – ﹤0.01% 1604
2022
Q3 		$16K Buy
131
+16
+14% +$1.57K ﹤0.01% 1485
2022
Q2 		$10K Buy
115
+8
+7% +$688 ﹤0.01% 1623
2022
Q1 		$9K Buy
+107
New +$9.6K ﹤0.01% 1658

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

Global Retirement Partners's FIX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Comfort Systems (FIX) in Q2 2026: 684 shares worth $1.36M. The stake represents 0.02% of the portfolio and ranks #637 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FIX as recently as Q4 2025.

Global Retirement Partners first reported a position in FIX in Q1 2022 and has held it in 16 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Global Retirement Partners held 684 shares of Comfort Systems worth $1.36M as of Q2 2026.
  • Comfort Systems was a new Global Retirement Partners position in Q2 2026.
  • Comfort Systems made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #637 holding.
  • Global Retirement Partners first reported a position in Comfort Systems in Q1 2022 and has held it in 16 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.