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
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 $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 Wealth's FIX Position: Q1 2026 in Review

NewEdge Wealth increased its Comfort Systems (FIX) stake by 127% in Q1 2026, buying an estimated $639K and bringing the position to 900 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #565.

NewEdge Wealth first reported a position in FIX in Q4 2024 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • NewEdge Wealth held 900 shares of Comfort Systems worth $1.24M as of Q1 2026.
  • NewEdge Wealth bought 503 Comfort Systems shares in Q1 2026, an estimated $639K.
  • Comfort Systems made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #565 holding.
  • NewEdge Wealth first reported a position in Comfort Systems in Q4 2024 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

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