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Principia Wealth Advisory’s Comfort Systems FIX Stock Holding History

Principia Wealth Advisory’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 		$1.98K Hold
1
– – ﹤0.01% 599
2026
Q1 		$1.38K Hold
1
– – ﹤0.01% 622
2025
Q4 		$933 Hold
1
– – ﹤0.01% 690
2025
Q3 		$825 Hold
1
– – ﹤0.01% 700
2025
Q2 		$536 Hold
1
– – ﹤0.01% 722
2025
Q1 		$357 Hold
1
– – ﹤0.01% 657
2024
Q4 		$424 Buy
+1
New +$439 ﹤0.01% 589

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's FIX Position: Q2 2026 in Review

Principia Wealth Advisory held its Comfort Systems (FIX) position steady in Q2 2026 at 1 share worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Principia Wealth Advisory first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Comfort Systems worth $1.98K as of Q2 2026.
  • Principia Wealth Advisory left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #599 holding.
  • Principia Wealth Advisory first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.