HAG
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HighPoint Advisor Group’s Comfort Systems FIX Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-1,030
Closed -$961K – 797
2025
Q4 		$961K Sell
1,030
-243
-19% -$224K 0.02% 475
2025
Q3 		$1.05M Sell
1,273
-28
-2% -$19K 0.05% 259
2025
Q2 		$698K Buy
1,301
+60
+5% +$26.1K 0.04% 312
2025
Q1 		$493K Sell
1,241
-251
-17% -$101K 0.03% 364
2024
Q4 		$648K Sell
1,492
-470
-24% -$206K 0.04% 319
2024
Q3 		$770K Buy
1,962
+13
+0.7% +$4.28K 0.04% 275
2024
Q2 		$596K Buy
1,949
+28
+1% +$8.9K 0.04% 317
2024
Q1 		$639K Sell
1,921
-189
-9% -$48.3K 0.05% 304
2023
Q4 		$673K Buy
+2,110
New +$390K 0.05% 286

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

HighPoint Advisor Group's FIX Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 1,030 shares — an estimated $961K sold.

HighPoint Advisor Group first reported a position in FIX in Q4 2023 and held it in 9 quarters. The position peaked at $1.05M in Q3 2025. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,030 Comfort Systems shares in Q1 2026, an estimated $961K.
  • HighPoint Advisor Group first reported a position in Comfort Systems in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Comfort Systems position peaked at $1.05M in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.