Raffa Wealth Management’s Comfort Systems FIX Stock Holding History

Raffa Wealth Management’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	$11.9K	Buy	6 +3	+100%	+$5.44K	﹤0.01%	391
2026 Q1	$4.14K	Buy	3 +1	+50%	+$1.27K	﹤0.01%	578
2025 Q4	$1.87K	Sell	2 -1	-33%	-$923	﹤0.01%	759
2025 Q3	$2.48K	Buy	+3	New	+$2.03K	﹤0.01%	654
2024 Q3	–	Sell	-39	Closed	-$11.9K	–	1118
2024 Q2	$11.9K	Hold	39	–	–	﹤0.01%	415
2024 Q1	$12.4K	Buy	+39	New	+$9.96K	﹤0.01%	391
2016 Q4	–	Sell	-17	Closed	-$498	–	886
2016 Q3	$498	Hold	17	–	–	﹤0.01%	730
2016 Q2	$554	Hold	17	–	–	﹤0.01%	636
2016 Q1	$540	Hold	17	–	–	﹤0.01%	656
2015 Q4	$483	Buy	+17	New	+$517	﹤0.01%	705

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's FIX Position: Q2 2026 in Review

Raffa Wealth Management increased its Comfort Systems (FIX) stake by 100% in Q2 2026, buying an estimated $5.44K and bringing the position to 6 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Raffa Wealth Management first reported a position in FIX in Q4 2015 and has held it in 10 quarters since. The position peaked at $12.4K in Q1 2024. 1,268 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Raffa Wealth Management held 6 shares of Comfort Systems worth $11.9K as of Q2 2026.
Raffa Wealth Management bought 3 Comfort Systems shares in Q2 2026, an estimated $5.44K.
Comfort Systems made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #391 holding.
Raffa Wealth Management first reported a position in Comfort Systems in Q4 2015 and has held it in 10 quarters since.
Raffa Wealth Management's Comfort Systems position peaked at $12.4K in Q1 2024.
1,268 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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