Peterson Wealth Services
FIX icon

Peterson Wealth Services’s Comfort Systems FIX Stock Holding History

Peterson Wealth Services’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
Q3 		$26.8M Buy
16,181
+87
+0.5% +$146K 5.64% 3
2026
Q2 		$31.9M Sell
16,094
-276
-2% -$501K 6.95% 1
2026
Q1 		$22.6M Sell
16,370
-77
-0.5% -$97.8K 5.58% 3
2025
Q4 		$15.3M Sell
16,447
-43,884
-73% -$40.5M 3.93% 6
2025
Q3 		$15.4M Buy
60,331
+41,129
+214% +$27.9M 3.81% 6
2025
Q2 		$10.3M Buy
19,202
+93
+0.5% +$40.5K 2.82% 10
2025
Q1 		$6.16M Buy
19,109
+52
+0.3% +$21K 1.91% 15
2024
Q4 		$8.08M Sell
19,057
-260
-1% -$114K 2.43% 10
2024
Q3 		$7.54M Buy
19,317
+5,528
+40% +$1.82M 2.41% 10
2024
Q2 		$4.19M Sell
13,789
-149
-1% -$47.4K 1.47% 19
2024
Q1 		$4.43M Sell
13,938
-2,176
-14% -$556K 1.61% 18
2023
Q4 		$3.31M Sell
16,114
-160
-1% -$29.6K 1.42% 22
2023
Q3 		$2.78M Buy
16,274
+315
+2% +$55.3K 2.08% 19
2023
Q2 		$2.62M Buy
15,959
+220
+1% +$32.7K 1.26% 26
2023
Q1 		$2.3M Sell
15,739
-6,214
-28% -$806K 1.18% 29
2022
Q4 		$2.53M Buy
21,953
+34
+0.2% +$3.95K 1.45% 21
2022
Q3 		$2.13M Buy
21,919
+257
+1% +$25.2K 1.51% 25
2022
Q2 		$1.8M Buy
21,662
+688
+3% +$59.2K 1.3% 31
2022
Q1 		$1.87M Buy
20,974
+1,357
+7% +$122K 1.15% 36
2021
Q4 		$1.94M Buy
+19,617
New +$1.81M 1.29% 35

Other funds holding FIX

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Peterson Wealth Services's FIX Position: Q3 2026 in Review

Peterson Wealth Services increased its Comfort Systems (FIX) stake by 0.54% in Q3 2026, buying an estimated $146K and bringing the position to 16,181 shares worth $26.8M. The position accounts for 5.64% of the portfolio, ranked #3.

Peterson Wealth Services first reported a position in FIX in Q4 2021 and has held it in 20 quarters since. The position peaked at $31.9M in Q2 2026. 439 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Peterson Wealth Services held 16,181 shares of Comfort Systems worth $26.8M as of Q3 2026.
  • Peterson Wealth Services bought 87 Comfort Systems shares in Q3 2026, an estimated $146K.
  • Comfort Systems made up 5.64% of Peterson Wealth Services's portfolio in Q3 2026, its #3 holding.
  • Peterson Wealth Services first reported a position in Comfort Systems in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Comfort Systems position peaked at $31.9M in Q2 2026.
  • 439 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.