HWM
FIX icon

Hemington Wealth Management’s Comfort Systems FIX Stock Holding History

Hemington 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
2025
Q3 		$41K Buy
50
+5
+11% +$3.39K 0.01% 415
2025
Q2 		$24K Buy
45
+17
+61% +$7.41K ﹤0.01% 551
2025
Q1 		$9K Buy
28
+2
+8% +$807 ﹤0.01% 846
2024
Q4 		$11K Buy
26
+9
+53% +$3.95K ﹤0.01% 735
2024
Q3 		$6K Buy
+17
New +$5.6K ﹤0.01% 872

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hemington Wealth Management's FIX Position: Q3 2025 in Review

Hemington Wealth Management increased its Comfort Systems (FIX) stake by 11% in Q3 2025, buying an estimated $3.39K and bringing the position to 50 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #415.

Hemington Wealth Management first reported a position in FIX in Q3 2024 and has held it in 5 quarters since. 884 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

  • Hemington Wealth Management held 50 shares of Comfort Systems worth $41K as of Q3 2025.
  • Hemington Wealth Management bought 5 Comfort Systems shares in Q3 2025, an estimated $3.39K.
  • Comfort Systems made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #415 holding.
  • Hemington Wealth Management first reported a position in Comfort Systems in Q3 2024 and has held it in 5 quarters since.
  • 884 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.