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Impact Partnership Wealth’s Comfort Systems FIX Stock Holding History

Impact Partnership Wealth’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 		$1.43M Sell
721
-47
-6% -$85.3K 0.14% 105
2026
Q1 		$1.06M Sell
768
-5
-0.6% -$6.35K 0.13% 111
2025
Q4 		$721K Sell
773
-11
-1% -$10.2K 0.09% 147
2025
Q3 		$647K Sell
784
-18
-2% -$12.2K 0.1% 134
2025
Q2 		$430K Sell
802
-14
-2% -$6.1K 0.08% 162
2025
Q1 		$263K Sell
816
-77
-9% -$31.1K 0.06% 190
2024
Q4 		$379K Sell
893
-7
-0.8% -$3.07K 0.08% 168
2024
Q3 		$351K Sell
900
-26
-3% -$8.56K 0.08% 153
2024
Q2 		$282K Sell
926
-14
-1% -$4.45K 0.07% 170
2024
Q1 		$299K Sell
940
-19
-2% -$4.85K 0.12% 122
2023
Q4 		$197K Sell
959
-35
-4% -$6.47K 0.07% 186
2023
Q3 		$169K Sell
994
-267
-21% -$46.9K 0.05% 206
2023
Q2 		$207K Buy
+1,261
New +$188K 0.07% 152

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

Impact Partnership Wealth's FIX Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Comfort Systems (FIX) stake by 6.1% in Q2 2026, selling an estimated $85.3K and leaving 721 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #105.

Impact Partnership Wealth first reported a position in FIX in Q2 2023 and has held it in 13 quarters since. 1,352 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Impact Partnership Wealth held 721 shares of Comfort Systems worth $1.43M as of Q2 2026.
  • Impact Partnership Wealth sold 47 Comfort Systems shares in Q2 2026, an estimated $85.3K.
  • Comfort Systems made up 0.14% of Impact Partnership Wealth's portfolio in Q2 2026, its #105 holding.
  • Impact Partnership Wealth first reported a position in Comfort Systems in Q2 2023 and has held it in 13 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.