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Savvy Advisors Inc’s Comfort Systems FIX Stock Holding History

Savvy Advisors Inc’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 		$1.16M Buy
583
+54
+10% +$98K 0.02% 479
2026
Q1 		$729K Buy
529
+100
+23% +$127K 0.02% 528
2025
Q4 		$400K Buy
429
+94
+28% +$86.8K 0.01% 650
2025
Q3 		$276K Buy
+335
New +$227K 0.01% 652

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's FIX Position: Q2 2026 in Review

Savvy Advisors Inc increased its Comfort Systems (FIX) stake by 10% in Q2 2026, buying an estimated $98K and bringing the position to 583 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #479.

Savvy Advisors Inc first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Savvy Advisors Inc held 583 shares of Comfort Systems worth $1.16M as of Q2 2026.
  • Savvy Advisors Inc bought 54 Comfort Systems shares in Q2 2026, an estimated $98K.
  • Comfort Systems made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #479 holding.
  • Savvy Advisors Inc first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.