Icon Wealth Advisors’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$206K Buy
+104
New +$189K 0.01% 404
2025
Q4
Sell
-122
Closed -$101K 450
2025
Q3
$101K Buy
+122
New +$82.7K 0.01% 512
2025
Q1
Sell
-953
Closed -$404K 493
2024
Q4
$404K Buy
953
+72
+8% +$31.6K 0.03% 249
2024
Q3
$344K Buy
+881
New +$290K 0.03% 271

Other funds holding FIX

Icon Wealth Advisors's FIX Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in Comfort Systems (FIX) in Q2 2026: 104 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in FIX as recently as Q3 2025.

Icon Wealth Advisors first reported a position in FIX in Q3 2024 and has held it in 4 quarters since. The position peaked at $404K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Icon Wealth Advisors held 104 shares of Comfort Systems worth $206K as of Q2 2026.
  • Comfort Systems was a new Icon Wealth Advisors position in Q2 2026.
  • Comfort Systems made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #404 holding.
  • Icon Wealth Advisors first reported a position in Comfort Systems in Q3 2024 and has held it in 4 quarters since.
  • Icon Wealth Advisors's Comfort Systems position peaked at $404K in Q4 2024.
  • 1,352 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.