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Measured Wealth Private Client Group’s Comfort Systems FIX Stock Holding History

Measured Wealth Private Client Group’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 		$499K Buy
252
+82
+48% +$149K 0.12% 118
2026
Q1 		$234K Sell
170
-71
-29% -$90.1K 0.06% 171
2025
Q4 		$225K Buy
241
+3
+1% +$2.77K 0.06% 176
2025
Q3 		$196K Buy
+238
New +$161K 0.05% 179

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

Measured Wealth Private Client Group's FIX Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Comfort Systems (FIX) stake by 48% in Q2 2026, buying an estimated $149K and bringing the position to 252 shares worth $499K. The position accounts for 0.12% of the portfolio, ranked #118.

Measured Wealth Private Client Group first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Measured Wealth Private Client Group held 252 shares of Comfort Systems worth $499K as of Q2 2026.
  • Measured Wealth Private Client Group bought 82 Comfort Systems shares in Q2 2026, an estimated $149K.
  • Comfort Systems made up 0.12% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #118 holding.
  • Measured Wealth Private Client Group first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.