MFC
FIX icon

Morris Financial Concepts’s Comfort Systems FIX Stock Holding History

Morris Financial Concepts’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 		$523K Hold
264
– – 0.16% 80
2026
Q1 		$364K Hold
264
– – 0.12% 95
2025
Q4 		$246K Buy
264
+2
+0.8% +$1.85K 0.09% 121
2025
Q3 		$216K Sell
262
-168
-39% -$114K 0.08% 129
2025
Q2 		$231K Buy
+430
New +$187K 0.09% 122

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

Morris Financial Concepts's FIX Position: Q2 2026 in Review

Morris Financial Concepts held its Comfort Systems (FIX) position steady in Q2 2026 at 264 shares worth $523K. The position accounts for 0.16% of the portfolio, ranked #80.

Morris Financial Concepts first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Morris Financial Concepts held 264 shares of Comfort Systems worth $523K as of Q2 2026.
  • Morris Financial Concepts left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.16% of Morris Financial Concepts's portfolio in Q2 2026, its #80 holding.
  • Morris Financial Concepts first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.