HWM
FIX icon

HB Wealth Management’s Comfort Systems FIX Stock Holding History

HB Wealth Management’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 		$6.7M Buy
3,379
+206
+6% +$374K 0.04% 228
2026
Q1 		$4.38M Buy
3,173
+623
+24% +$791K 0.03% 277
2025
Q4 		$2.38M Buy
2,550
+290
+13% +$268K 0.02% 378
2025
Q3 		$1.86M Buy
2,260
+1,374
+155% +$931K 0.01% 423
2025
Q2 		$475K Sell
886
-603
-40% -$263K ﹤0.01% 759
2025
Q1 		$480K Buy
1,489
+801
+116% +$323K ﹤0.01% 776
2024
Q4 		$292K Buy
+688
New +$302K ﹤0.01% 823

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

HB Wealth Management's FIX Position: Q2 2026 in Review

HB Wealth Management increased its Comfort Systems (FIX) stake by 6.5% in Q2 2026, buying an estimated $374K and bringing the position to 3,379 shares worth $6.7M. The position accounts for 0.04% of the portfolio, ranked #228.

HB Wealth Management first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • HB Wealth Management held 3,379 shares of Comfort Systems worth $6.7M as of Q2 2026.
  • HB Wealth Management bought 206 Comfort Systems shares in Q2 2026, an estimated $374K.
  • Comfort Systems made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #228 holding.
  • HB Wealth Management first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.