SWP
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Sagespring Wealth Partners’s Comfort Systems FIX Stock Holding History

Sagespring 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
Q2 		$727K Buy
367
+10
+3% +$18.1K 0.01% 431
2026
Q1 		$492K Buy
357
+11
+3% +$14K 0.01% 502
2025
Q4 		$323K Sell
346
-30
-8% -$27.7K 0.01% 602
2025
Q3 		$310K Sell
376
-105
-22% -$71.2K 0.01% 600
2025
Q2 		$258K Buy
+481
New +$210K 0.01% 625

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

Sagespring Wealth Partners's FIX Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Comfort Systems (FIX) stake by 2.8% in Q2 2026, buying an estimated $18.1K and bringing the position to 367 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #431.

Sagespring Wealth Partners first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,351 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Sagespring Wealth Partners held 367 shares of Comfort Systems worth $727K as of Q2 2026.
  • Sagespring Wealth Partners bought 10 Comfort Systems shares in Q2 2026, an estimated $18.1K.
  • Comfort Systems made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #431 holding.
  • Sagespring Wealth Partners first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.