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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Peterson Wealth Services's FIX Position: Q2 2026 in Review

Peterson Wealth Services reduced its Comfort Systems (FIX) stake by 1.7% in Q2 2026, selling an estimated $501K and leaving 16,094 shares worth $31.9M. The position accounts for 6.95% of the portfolio, ranked #1.

Peterson Wealth Services first reported a position in FIX in Q4 2021 and has held it in 19 quarters since. 523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Peterson Wealth Services held 16,094 shares of Comfort Systems worth $31.9M as of Q2 2026.
  • Peterson Wealth Services sold 276 Comfort Systems shares in Q2 2026, an estimated $501K.
  • Comfort Systems made up 6.95% of Peterson Wealth Services's portfolio in Q2 2026, its #1 holding.
  • Peterson Wealth Services first reported a position in Comfort Systems in Q4 2021 and has held it in 19 quarters since.
  • 523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.