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Keebeck Wealth Management’s Comfort Systems FIX Stock Holding History

Keebeck Wealth Management’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 		$591K Sell
298
-243
-45% -$441K 0.06% 224
2026
Q1 		$746K Sell
541
-11
-2% -$14K 0.08% 184
2025
Q4 		$515K Sell
552
-41
-7% -$37.9K 0.06% 216
2025
Q3 		$489K Sell
593
-566
-49% -$384K 0.06% 211
2025
Q2 		$621K Buy
+1,159
New +$505K 0.08% 169
2025
Q1 		– Sell
-604
Closed -$256K – 284
2024
Q4 		$256K Buy
+604
New +$265K 0.04% 227

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

Keebeck Wealth Management's FIX Position: Q2 2026 in Review

Keebeck Wealth Management reduced its Comfort Systems (FIX) stake by 45% in Q2 2026, selling an estimated $441K and leaving 298 shares worth $591K. The position accounts for 0.06% of the portfolio, ranked #224.

Keebeck Wealth Management first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $746K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Keebeck Wealth Management held 298 shares of Comfort Systems worth $591K as of Q2 2026.
  • Keebeck Wealth Management sold 243 Comfort Systems shares in Q2 2026, an estimated $441K.
  • Comfort Systems made up 0.06% of Keebeck Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Keebeck Wealth Management first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • Keebeck Wealth Management's Comfort Systems position peaked at $746K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.