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Ritholtz Wealth Management’s Comfort Systems FIX Stock Holding History

Ritholtz 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 		$10.8M Buy
5,432
+365
+7% +$662K 0.16% 74
2026
Q1 		$6.99M Buy
5,067
+344
+7% +$437K 0.12% 101
2025
Q4 		$4.41M Buy
4,723
+267
+6% +$247K 0.08% 167
2025
Q3 		$3.68M Sell
4,456
-14
-0.3% -$9.49K 0.07% 189
2025
Q2 		$2.4M Buy
4,470
+40
+0.9% +$17.4K 0.05% 247
2025
Q1 		$1.43M Sell
4,430
-9
-0.2% -$3.63K 0.04% 322
2024
Q4 		$1.88M Sell
4,439
-60
-1% -$26.3K 0.06% 245
2024
Q3 		$1.76M Buy
4,499
+197
+5% +$64.9K 0.05% 258
2024
Q2 		$1.31M Sell
4,302
-1,152
-21% -$366K 0.04% 283
2024
Q1 		$1.73M Sell
5,454
-269
-5% -$68.7K 0.06% 224
2023
Q4 		$1.18M Buy
5,723
+43
+0.8% +$7.95K 0.05% 276
2023
Q3 		$968K Buy
5,680
+1,240
+28% +$218K 0.04% 289
2023
Q2 		$729K Buy
+4,440
New +$660K 0.03% 347

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

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

Ritholtz Wealth Management increased its Comfort Systems (FIX) stake by 7.2% in Q2 2026, buying an estimated $662K and bringing the position to 5,432 shares worth $10.8M. The position accounts for 0.16% of the portfolio, ranked #74.

Ritholtz Wealth Management first reported a position in FIX in Q2 2023 and has held it in 13 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Ritholtz Wealth Management held 5,432 shares of Comfort Systems worth $10.8M as of Q2 2026.
  • Ritholtz Wealth Management bought 365 Comfort Systems shares in Q2 2026, an estimated $662K.
  • Comfort Systems made up 0.16% of Ritholtz Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Ritholtz Wealth Management first reported a position in Comfort Systems in Q2 2023 and has held it in 13 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.