Precedent Wealth Partners
FIX icon

Precedent Wealth Partners’s Comfort Systems FIX Stock Holding History

Precedent Wealth Partners’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 		$202K Buy
+122
New +$205K 0.03% 207

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Fidelity Investments
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Precedent Wealth Partners's FIX Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in Comfort Systems (FIX) in Q3 2026: 122 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings.

1,055 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Precedent Wealth Partners held 122 shares of Comfort Systems worth $202K as of Q3 2026.
  • Comfort Systems was a new Precedent Wealth Partners position in Q3 2026.
  • Comfort Systems made up 0.03% of Precedent Wealth Partners's portfolio in Q3 2026, its #207 holding.
  • 1,055 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.