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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Impact Partnership Wealth's FIX Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Comfort Systems (FIX) stake by 0.65% in Q1 2026, selling an estimated $6.35K and leaving 768 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #111.

Impact Partnership Wealth first reported a position in FIX in Q2 2023 and has held it in 12 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Impact Partnership Wealth held 768 shares of Comfort Systems worth $1.06M as of Q1 2026.
  • Impact Partnership Wealth sold 5 Comfort Systems shares in Q1 2026, an estimated $6.35K.
  • Comfort Systems made up 0.13% of Impact Partnership Wealth's portfolio in Q1 2026, its #111 holding.
  • Impact Partnership Wealth first reported a position in Comfort Systems in Q2 2023 and has held it in 12 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.