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 Q1	–	Sell	-305	Closed	-$285K	–	215
2025 Q4	$285K	Buy	+305	New	+$282K	0.09%	149

Other funds holding FIX

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

SMART Wealth's FIX Position: Q1 2026 in Review

SMART Wealth sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 305 shares — an estimated $285K sold.

SMART Wealth first reported a position in FIX in Q4 2025 and held it in 1 quarter. The position peaked at $285K in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

SMART Wealth reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 305 Comfort Systems shares in Q1 2026, an estimated $285K.
SMART Wealth first reported a position in Comfort Systems in Q4 2025 and held it in 1 quarter.
SMART Wealth's Comfort Systems position peaked at $285K in Q4 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.