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NewEdge Advisors’s Comfort Systems FIX Stock Holding History

NewEdge Advisors’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 		$12.8M Buy
6,476
+1,512
+30% +$2.74M 0.04% 422
2026
Q1 		$6.85M Buy
4,964
+340
+7% +$432K 0.02% 576
2025
Q4 		$4.32M Buy
4,624
+358
+8% +$331K 0.02% 722
2025
Q3 		$3.52M Buy
4,266
+1,464
+52% +$992K 0.02% 764
2025
Q2 		$1.5M Sell
2,802
-610
-18% -$266K 0.01% 1073
2025
Q1 		$1.1M Buy
3,412
+993
+41% +$400K 0.01% 1132
2024
Q4 		$1.03M Buy
2,419
+203
+9% +$89.1K 0.01% 1150
2024
Q3 		$865K Buy
2,216
+367
+20% +$121K 0.01% 1172
2024
Q2 		$563K Buy
1,849
+419
+29% +$133K ﹤0.01% 1344
2024
Q1 		$455K Buy
1,430
+827
+137% +$211K ﹤0.01% 1400
2023
Q4 		$124K Sell
603
-1,350
-69% -$249K ﹤0.01% 1874
2023
Q3 		$333K Sell
1,953
-6,115
-76% -$1.07M ﹤0.01% 1373
2023
Q2 		$1.32M Buy
8,068
+1,562
+24% +$232K 0.02% 743
2023
Q1 		$950K Sell
6,506
-658
-9% -$85.3K 0.01% 798
2022
Q4 		$796K Sell
7,164
-4,226
-37% -$491K 0.02% 589
2022
Q3 		$1.11M Buy
11,390
+81
+0.7% +$7.94K 0.02% 612
2022
Q2 		$940K Buy
+11,309
New +$973K 0.02% 693
2022
Q1 		– Sell
-5,167
Closed -$512K – 1322
2021
Q4 		$512K Buy
+5,167
New +$478K 0.01% 1062
2020
Q4 		– Sell
-8,425
Closed -$434K – 1023
2020
Q3 		$434K Buy
+8,425
New +$409K 0.02% 615

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

NewEdge Advisors's FIX Position: Q2 2026 in Review

NewEdge Advisors increased its Comfort Systems (FIX) stake by 30% in Q2 2026, buying an estimated $2.74M and bringing the position to 6,476 shares worth $12.8M. The position accounts for 0.04% of the portfolio, ranked #422.

NewEdge Advisors first reported a position in FIX in Q3 2020 and has held it in 19 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • NewEdge Advisors held 6,476 shares of Comfort Systems worth $12.8M as of Q2 2026.
  • NewEdge Advisors bought 1,512 Comfort Systems shares in Q2 2026, an estimated $2.74M.
  • Comfort Systems made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #422 holding.
  • NewEdge Advisors first reported a position in Comfort Systems in Q3 2020 and has held it in 19 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.