MASECO Private Wealth’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-120
Closed -$112K – 451
2025
Q4
$112K Buy
+120
New +$111K ﹤0.01% 115
2025
Q3
– Sell
-119
Closed -$64K – 357
2025
Q2
$64K Buy
+119
New +$51.8K ﹤0.01% 152

Other funds holding FIX

MASECO Private Wealth's FIX Position: Q1 2026 in Review

MASECO Private Wealth sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 120 shares — an estimated $112K sold.

MASECO Private Wealth first reported a position in FIX in Q2 2025 and held it in 2 quarters. The position peaked at $112K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • MASECO Private Wealth reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 120 Comfort Systems shares in Q1 2026, an estimated $112K.
  • MASECO Private Wealth first reported a position in Comfort Systems in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Comfort Systems position peaked at $112K in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.