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Keudell/Morrison Wealth Management’s Comfort Systems FIX Stock Holding History

Keudell/Morrison 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 		$345K Hold
174
– – 0.07% 178
2026
Q1 		$240K Buy
+174
New +$221K 0.05% 209

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

Keudell/Morrison Wealth Management's FIX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Comfort Systems (FIX) position steady in Q2 2026 at 174 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #178.

Keudell/Morrison Wealth Management first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Keudell/Morrison Wealth Management held 174 shares of Comfort Systems worth $345K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.07% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Keudell/Morrison Wealth Management first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.