MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Comfort Systems FIX Stock Holding History

MassMutual Private Wealth & Trust’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 		$245K Sell
148
-31
-17% -$52K 0.01% 401
2026
Q2 		$355K Sell
179
-18
-9% -$32.7K 0.01% 359
2026
Q1 		$272K Hold
197
– – 0.01% 392
2025
Q4 		$184K Sell
197
-2
-1% -$1.85K ﹤0.01% 456
2025
Q3 		$164K Hold
199
– – ﹤0.01% 482
2025
Q2 		$107K Buy
199
+22
+12% +$9.6K ﹤0.01% 571
2025
Q1 		$57.1K Buy
177
+42
+31% +$16.9K ﹤0.01% 694
2024
Q4 		$57.2K Buy
135
+6
+5% +$2.63K ﹤0.01% 713
2024
Q3 		$50.4K Buy
129
+11
+9% +$3.62K ﹤0.01% 660
2024
Q2 		$35.9K Buy
118
+9
+8% +$2.86K ﹤0.01% 713
2024
Q1 		$34.6K Sell
109
-5
-4% -$1.28K ﹤0.01% 691
2023
Q4 		$23.4K Sell
114
-14
-11% -$2.59K ﹤0.01% 781
2023
Q3 		$21.8K Buy
128
+1
+0.8% +$175 ﹤0.01% 780
2023
Q2 		$20.9K Buy
127
+15
+13% +$2.23K ﹤0.01% 751
2023
Q1 		$16.3K Buy
112
+44
+65% +$5.71K ﹤0.01% 790
2022
Q4 		$8K Sell
68
-2
-3% -$233 ﹤0.01% 845
2022
Q3 		$7K Hold
70
– – ﹤0.01% 833
2022
Q2 		$6K Buy
+70
New +$6.02K ﹤0.01% 836
2021
Q3 		– Sell
-59
Closed -$5K – 1287
2021
Q2 		$5K Buy
+59
New +$4.81K ﹤0.01% 836
2019
Q1 		– Sell
-24
Closed -$1.05K – 903
2018
Q4 		$1.05K Hold
24
– – ﹤0.01% 902
2018
Q3 		$1.35K Sell
24
-41
-63% -$2.2K ﹤0.01% 874
2018
Q2 		$2.98K Buy
65
+19
+41% +$847 ﹤0.01% 809
2018
Q1 		$1.9K Buy
+46
New +$1.93K ﹤0.01% 836

Other funds holding FIX

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's FIX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Comfort Systems (FIX) stake by 17% in Q3 2026, selling an estimated $52K and leaving 148 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #401.

MassMutual Private Wealth & Trust first reported a position in FIX in Q1 2018 and has held it in 23 quarters since. The position peaked at $355K in Q2 2026. 671 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • MassMutual Private Wealth & Trust held 148 shares of Comfort Systems worth $245K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 31 Comfort Systems shares in Q3 2026, an estimated $52K.
  • Comfort Systems made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #401 holding.
  • MassMutual Private Wealth & Trust first reported a position in Comfort Systems in Q1 2018 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's Comfort Systems position peaked at $355K in Q2 2026.
  • 671 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.