NW
FIX icon

NewEdge Wealth’s Comfort Systems FIX Stock Holding History

NewEdge 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
Q2 		$2.3M Buy
1,161
+261
+29% +$474K 0.02% 418
2026
Q1 		$1.24M Buy
900
+503
+127% +$639K 0.01% 565
2025
Q4 		$371K Buy
397
+169
+74% +$156K ﹤0.01% 954
2025
Q3 		$226K Buy
+228
New +$155K ﹤0.01% 957
2025
Q1 		– Sell
-840
Closed -$356K – 956
2024
Q4 		$356K Buy
+840
New +$369K 0.01% 720

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 Wealth's FIX Position: Q2 2026 in Review

NewEdge Wealth increased its Comfort Systems (FIX) stake by 29% in Q2 2026, buying an estimated $474K and bringing the position to 1,161 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #418.

NewEdge Wealth first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • NewEdge Wealth held 1,161 shares of Comfort Systems worth $2.3M as of Q2 2026.
  • NewEdge Wealth bought 261 Comfort Systems shares in Q2 2026, an estimated $474K.
  • Comfort Systems made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #418 holding.
  • NewEdge Wealth first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.