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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
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 $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

NewEdge Advisors's FIX Position: Q1 2026 in Review

NewEdge Advisors increased its Comfort Systems (FIX) stake by 7.4% in Q1 2026, buying an estimated $432K and bringing the position to 4,964 shares worth $6.85M. The position accounts for 0.02% of the portfolio, ranked #576.

NewEdge Advisors first reported a position in FIX in Q3 2020 and has held it in 18 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • NewEdge Advisors held 4,964 shares of Comfort Systems worth $6.85M as of Q1 2026.
  • NewEdge Advisors bought 340 Comfort Systems shares in Q1 2026, an estimated $432K.
  • Comfort Systems made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #576 holding.
  • NewEdge Advisors first reported a position in Comfort Systems in Q3 2020 and has held it in 18 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.