HFO
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Heritage Family Offices’s Comfort Systems FIX Stock Holding History

Heritage Family Offices’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 		$257K Buy
+129
New +$234K 0.1% 180

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

Heritage Family Offices's FIX Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Comfort Systems (FIX) in Q2 2026: 129 shares worth $257K. The stake represents 0.1% of the portfolio and ranks #180 among its holdings.

1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Heritage Family Offices held 129 shares of Comfort Systems worth $257K as of Q2 2026.
  • Comfort Systems was a new Heritage Family Offices position in Q2 2026.
  • Comfort Systems made up 0.1% of Heritage Family Offices's portfolio in Q2 2026, its #180 holding.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.