SAI
FIX icon

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
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 $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

Savvy Advisors Inc's FIX Position: Q1 2026 in Review

Savvy Advisors Inc increased its Comfort Systems (FIX) stake by 23% in Q1 2026, buying an estimated $127K and bringing the position to 529 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #528.

Savvy Advisors Inc first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Savvy Advisors Inc held 529 shares of Comfort Systems worth $729K as of Q1 2026.
  • Savvy Advisors Inc bought 100 Comfort Systems shares in Q1 2026, an estimated $127K.
  • Comfort Systems made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #528 holding.
  • Savvy Advisors Inc first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.