Portside Wealth Group
FIX icon

Portside Wealth Group’s Comfort Systems FIX Stock Holding History

Portside Wealth Group’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 		$844K Sell
510
-117
-19% -$196K 0.09% 213
2026
Q2 		$1.24M Sell
627
-215
-26% -$390K 0.14% 159
2026
Q1 		$1.16M Sell
842
-233
-22% -$296K 0.16% 152
2025
Q4 		$1M Sell
1,075
-100
-9% -$92.3K 0.14% 166
2025
Q3 		$970K Sell
1,175
-246
-17% -$167K 0.13% 165
2025
Q2 		$762K Buy
1,421
+12
+0.9% +$5.23K 0.11% 191
2025
Q1 		$454K Buy
1,409
+244
+21% +$98.4K 0.07% 241
2024
Q4 		$494K Sell
1,165
-1,089
-48% -$478K 0.08% 228
2024
Q3 		$880K Buy
2,254
+58
+3% +$19.1K 0.15% 155
2024
Q2 		$668K Sell
2,196
-126
-5% -$40.1K 0.13% 165
2024
Q1 		$738K Sell
2,322
-150
-6% -$38.3K 0.14% 164
2023
Q4 		$508K Buy
2,472
+315
+15% +$58.2K 0.09% 210
2023
Q3 		$368K Buy
2,157
+74
+4% +$13K 0.07% 227
2023
Q2 		$342K Buy
+2,083
New +$310K 0.06% 240

Other funds holding FIX

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Portside Wealth Group's FIX Position: Q3 2026 in Review

Portside Wealth Group reduced its Comfort Systems (FIX) stake by 19% in Q3 2026, selling an estimated $196K and leaving 510 shares worth $844K. The position accounts for 0.09% of the portfolio, ranked #213.

Portside Wealth Group first reported a position in FIX in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.24M in Q2 2026. 215 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Portside Wealth Group held 510 shares of Comfort Systems worth $844K as of Q3 2026.
  • Portside Wealth Group sold 117 Comfort Systems shares in Q3 2026, an estimated $196K.
  • Comfort Systems made up 0.09% of Portside Wealth Group's portfolio in Q3 2026, its #213 holding.
  • Portside Wealth Group first reported a position in Comfort Systems in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's Comfort Systems position peaked at $1.24M in Q2 2026.
  • 215 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.