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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Keebeck Wealth Management's FIX Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Comfort Systems (FIX) stake by 2% in Q1 2026, selling an estimated $14K and leaving 541 shares worth $746K. The position accounts for 0.08% of the portfolio, ranked #184.

Keebeck Wealth Management first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Keebeck Wealth Management held 541 shares of Comfort Systems worth $746K as of Q1 2026.
Keebeck Wealth Management sold 11 Comfort Systems shares in Q1 2026, an estimated $14K.
Comfort Systems made up 0.08% of Keebeck Wealth Management's portfolio in Q1 2026, its #184 holding.
Keebeck Wealth Management first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.