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FIX icon

Naviter Wealth’s Comfort Systems FIX Stock Holding History

Naviter Wealth’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 		$974K Buy
706
+4
+0.6% +$5.08K 0.12% 157
2025
Q4 		$655K Sell
702
-1
-0.1% -$923 0.09% 181
2025
Q3 		$580K Buy
703
+3
+0.4% +$2.03K 0.07% 186
2025
Q2 		$375K Hold
700
– – 0.05% 213
2025
Q1 		$227K Hold
700
– – 0.03% 248
2024
Q4 		$297K Buy
+700
New +$307K 0.04% 239

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Naviter Wealth's FIX Position: Q1 2026 in Review

Naviter Wealth increased its Comfort Systems (FIX) stake by 0.57% in Q1 2026, buying an estimated $5.08K and bringing the position to 706 shares worth $974K. The position accounts for 0.12% of the portfolio, ranked #157.

Naviter Wealth first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Naviter Wealth held 706 shares of Comfort Systems worth $974K as of Q1 2026.
  • Naviter Wealth bought 4 Comfort Systems shares in Q1 2026, an estimated $5.08K.
  • Comfort Systems made up 0.12% of Naviter Wealth's portfolio in Q1 2026, its #157 holding.
  • Naviter Wealth first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.