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Heritage Wealth Advisors’s Comfort Systems FIX Stock Holding History

Heritage Wealth Advisors’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 		$11.9K Sell
6
-8
-57% -$14.5K ﹤0.01% 506
2026
Q1 		$19.6K Hold
14
– – ﹤0.01% 442
2025
Q4 		$13.2K Buy
14
+2
+17% +$1.85K ﹤0.01% 437
2025
Q3 		$9.55K Hold
12
– – ﹤0.01% 432
2025
Q2 		$6.21K Hold
12
– – ﹤0.01% 451
2025
Q1 		$3.73K Hold
12
– – ﹤0.01% 473
2024
Q4 		$4.91K Buy
+12
New +$5.27K ﹤0.01% 492

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 Wealth Advisors's FIX Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Comfort Systems (FIX) stake by 57% in Q2 2026, selling an estimated $14.5K and leaving 6 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Heritage Wealth Advisors first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.6K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Heritage Wealth Advisors held 6 shares of Comfort Systems worth $11.9K as of Q2 2026.
  • Heritage Wealth Advisors sold 8 Comfort Systems shares in Q2 2026, an estimated $14.5K.
  • Comfort Systems made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #506 holding.
  • Heritage Wealth Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • Heritage Wealth Advisors's Comfort Systems position peaked at $19.6K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.