Moran Wealth Management’s Comfort Systems FIX Stock Holding History

Moran 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 Q1	$15.7M	Sell	11,354 -17,003	-60%	-$21.6M	0.48%	62
2025 Q4	$26.5M	Buy	28,357 +7,192	+34%	+$6.64M	0.81%	19
2025 Q3	$17.5M	Sell	21,165 -6,412	-23%	-$4.35M	0.53%	56
2025 Q2	$14.8M	Sell	27,577 -2,784	-9%	-$1.21M	0.46%	64
2025 Q1	$9.79M	Sell	30,361 -8,323	-22%	-$3.36M	0.33%	99
2024 Q4	$16.4M	Sell	38,684 -2,603	-6%	-$1.14M	0.52%	65
2024 Q3	$16.1M	Sell	41,287 -1,990	-5%	-$655K	0.5%	70
2024 Q2	$13.2M	Sell	43,277 -1,894	-4%	-$602K	0.43%	77
2024 Q1	$14.4M	Sell	45,171 -1,839	-4%	-$470K	0.47%	75
2023 Q4	$9.67M	Sell	47,010 -1,370	-3%	-$253K	0.34%	100
2023 Q3	$8.24M	Sell	48,380 -1,326	-3%	-$233K	0.32%	116
2023 Q2	$8.16M	Sell	49,706 -987	-2%	-$147K	0.31%	117
2023 Q1	$7.4M	Buy	50,693 +2,501	+5%	+$324K	0.28%	122
2022 Q4	$5.55M	Buy	+48,192	New	+$5.6M	0.21%	138

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Moran Wealth Management's FIX Position: Q1 2026 in Review

Moran Wealth Management reduced its Comfort Systems (FIX) stake by 60% in Q1 2026, selling an estimated $21.6M and leaving 11,354 shares worth $15.7M. The position accounts for 0.48% of the portfolio, ranked #62.

Moran Wealth Management first reported a position in FIX in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.5M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Moran Wealth Management held 11,354 shares of Comfort Systems worth $15.7M as of Q1 2026.
Moran Wealth Management sold 17,003 Comfort Systems shares in Q1 2026, an estimated $21.6M.
Comfort Systems made up 0.48% of Moran Wealth Management's portfolio in Q1 2026, its #62 holding.
Moran Wealth Management first reported a position in Comfort Systems in Q4 2022 and has held it in 14 quarters since.
Moran Wealth Management's Comfort Systems position peaked at $26.5M in Q4 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.