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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

LVW Advisors's FIX Position: Q2 2026 in Review

LVW Advisors reduced its Comfort Systems (FIX) stake by 20% in Q2 2026, selling an estimated $203K and leaving 456 shares worth $904K. The position accounts for 0.08% of the portfolio, ranked #141.

LVW Advisors first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • LVW Advisors held 456 shares of Comfort Systems worth $904K as of Q2 2026.
  • LVW Advisors sold 112 Comfort Systems shares in Q2 2026, an estimated $203K.
  • Comfort Systems made up 0.08% of LVW Advisors's portfolio in Q2 2026, its #141 holding.
  • LVW Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.