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Marks Group Wealth Management’s Comfort Systems FIX Stock Holding History

Marks Group 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 		$741K Hold
374
– – 0.06% 230
2026
Q1 		$516K Buy
374
+13
+4% +$16.5K 0.05% 241
2025
Q4 		$337K Hold
361
– – 0.03% 278
2025
Q3 		$298K Buy
+361
New +$245K 0.03% 257

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

Marks Group Wealth Management's FIX Position: Q2 2026 in Review

Marks Group Wealth Management held its Comfort Systems (FIX) position steady in Q2 2026 at 374 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #230.

Marks Group Wealth Management first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Marks Group Wealth Management held 374 shares of Comfort Systems worth $741K as of Q2 2026.
  • Marks Group Wealth Management left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.06% of Marks Group Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Marks Group Wealth Management first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.