SWM
FIX icon

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
Q2 		$132K Buy
67
+7
+12% +$12.7K 0.01% 371
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
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

SHP Wealth Management's FIX Position: Q2 2026 in Review

SHP Wealth Management increased its Comfort Systems (FIX) stake by 12% in Q2 2026, buying an estimated $12.7K and bringing the position to 67 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #371.

SHP Wealth Management first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • SHP Wealth Management held 67 shares of Comfort Systems worth $132K as of Q2 2026.
  • SHP Wealth Management bought 7 Comfort Systems shares in Q2 2026, an estimated $12.7K.
  • Comfort Systems made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #371 holding.
  • SHP Wealth Management first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.