LVW Advisors
FIX icon

LVW Advisors’s Comfort Systems FIX Stock Holding History

LVW Advisors’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
Q3 		$574K Sell
347
-109
-24% -$183K 0.05% 236
2026
Q2 		$904K Sell
456
-112
-20% -$203K 0.08% 141
2026
Q1 		$783K Buy
568
+39
+7% +$49.5K 0.07% 139
2025
Q4 		$494K Sell
529
-109
-17% -$101K 0.05% 194
2025
Q3 		$526K Buy
638
+1
+0.2% +$678 0.05% 183
2025
Q2 		$342K Buy
+637
New +$278K 0.04% 245

Other funds holding FIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LVW Advisors's FIX Position: Q3 2026 in Review

LVW Advisors reduced its Comfort Systems (FIX) stake by 24% in Q3 2026, selling an estimated $183K and leaving 347 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #236.

LVW Advisors first reported a position in FIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $904K in Q2 2026. 771 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • LVW Advisors held 347 shares of Comfort Systems worth $574K as of Q3 2026.
  • LVW Advisors sold 109 Comfort Systems shares in Q3 2026, an estimated $183K.
  • Comfort Systems made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #236 holding.
  • LVW Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 6 quarters since.
  • LVW Advisors's Comfort Systems position peaked at $904K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.