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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sagespring Wealth Partners's FIX Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Comfort Systems (FIX) stake by 3.2% in Q1 2026, buying an estimated $14K and bringing the position to 357 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #502.

Sagespring Wealth Partners first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Sagespring Wealth Partners held 357 shares of Comfort Systems worth $492K as of Q1 2026.
  • Sagespring Wealth Partners bought 11 Comfort Systems shares in Q1 2026, an estimated $14K.
  • Comfort Systems made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #502 holding.
  • Sagespring Wealth Partners first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.