Sagespring Wealth Partners
FIX icon

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
Q3 		$592K Sell
358
-9
-2% -$15.1K 0.01% 496
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sagespring Wealth Partners's FIX Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its Comfort Systems (FIX) stake by 2.5% in Q3 2026, selling an estimated $15.1K and leaving 358 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #496.

Sagespring Wealth Partners first reported a position in FIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $727K in Q2 2026. 1,055 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Sagespring Wealth Partners held 358 shares of Comfort Systems worth $592K as of Q3 2026.
  • Sagespring Wealth Partners sold 9 Comfort Systems shares in Q3 2026, an estimated $15.1K.
  • Comfort Systems made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #496 holding.
  • Sagespring Wealth Partners first reported a position in Comfort Systems in Q2 2025 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Comfort Systems position peaked at $727K in Q2 2026.
  • 1,055 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.