MWM
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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
Q2 		$21M Sell
10,601
-753
-7% -$1.37M 0.57% 42
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
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

Moran Wealth Management's FIX Position: Q2 2026 in Review

Moran Wealth Management reduced its Comfort Systems (FIX) stake by 6.6% in Q2 2026, selling an estimated $1.37M and leaving 10,601 shares worth $21M. The position accounts for 0.57% of the portfolio, ranked #42.

Moran Wealth Management first reported a position in FIX in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.5M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Moran Wealth Management held 10,601 shares of Comfort Systems worth $21M as of Q2 2026.
  • Moran Wealth Management sold 753 Comfort Systems shares in Q2 2026, an estimated $1.37M.
  • Comfort Systems made up 0.57% of Moran Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Moran Wealth Management first reported a position in Comfort Systems in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Comfort Systems position peaked at $26.5M in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.