JSW
FIX icon

Journey Strategic Wealth’s Comfort Systems FIX Stock Holding History

Journey Strategic 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 		$1.34M Buy
969
+86
+10% +$109K 0.03% 145
2025
Q4 		$824K Buy
883
+33
+4% +$30.5K 0.02% 210
2025
Q3 		$701K Sell
850
-128
-13% -$86.8K 0.02% 225
2025
Q2 		$524K Buy
978
+274
+39% +$119K 0.02% 286
2025
Q1 		$227K Buy
704
+166
+31% +$66.9K 0.01% 430
2024
Q4 		$228K Sell
538
-33
-6% -$14.5K 0.01% 428
2024
Q3 		$223K Buy
+571
New +$188K 0.01% 439

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

Journey Strategic Wealth's FIX Position: Q1 2026 in Review

Journey Strategic Wealth increased its Comfort Systems (FIX) stake by 9.7% in Q1 2026, buying an estimated $109K and bringing the position to 969 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #145.

Journey Strategic Wealth first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Journey Strategic Wealth held 969 shares of Comfort Systems worth $1.34M as of Q1 2026.
  • Journey Strategic Wealth bought 86 Comfort Systems shares in Q1 2026, an estimated $109K.
  • Comfort Systems made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #145 holding.
  • Journey Strategic Wealth first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.