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SHP Wealth Management’s Comfort Systems FIX Stock Holding History

SHP Wealth Management’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 		$82.5K Buy
60
+7
+13% +$8.89K 0.01% 417
2025
Q4 		$49.3K Buy
+53
New +$48.9K ﹤0.01% 478

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's FIX Position: Q1 2026 in Review

SHP Wealth Management increased its Comfort Systems (FIX) stake by 13% in Q1 2026, buying an estimated $8.89K and bringing the position to 60 shares worth $82.5K. The position accounts for 0.01% of the portfolio, ranked #417.

SHP Wealth Management first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. 1,200 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • SHP Wealth Management held 60 shares of Comfort Systems worth $82.5K as of Q1 2026.
  • SHP Wealth Management bought 7 Comfort Systems shares in Q1 2026, an estimated $8.89K.
  • Comfort Systems made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #417 holding.
  • SHP Wealth Management first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.