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SMART Wealth’s Comfort Systems FIX Stock Holding History

SMART Wealth’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 		$200K Buy
+101
New +$183K 0.04% 220
2026
Q1 		– Sell
-305
Closed -$285K – 215
2025
Q4 		$285K Buy
+305
New +$282K 0.09% 149

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 $3.37T AUM 44.26% 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

SMART Wealth's FIX Position: Q2 2026 in Review

SMART Wealth opened a new position in Comfort Systems (FIX) in Q2 2026: 101 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #220 among its holdings. This is a return to the name: SMART Wealth previously reported a position in FIX as recently as Q4 2025.

SMART Wealth first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $285K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • SMART Wealth held 101 shares of Comfort Systems worth $200K as of Q2 2026.
  • Comfort Systems was a new SMART Wealth position in Q2 2026.
  • Comfort Systems made up 0.04% of SMART Wealth's portfolio in Q2 2026, its #220 holding.
  • SMART Wealth first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • SMART Wealth's Comfort Systems position peaked at $285K in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.