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Sound View Wealth Advisors Group’s Comfort Systems FIX Stock Holding History

Sound View Wealth Advisors Group’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 		$1.53M Sell
770
-38
-5% -$69K 0.09% 154
2026
Q1 		$1.11M Buy
808
+5
+0.6% +$6.35K 0.08% 178
2025
Q4 		$749K Sell
803
-135
-14% -$125K 0.05% 224
2025
Q3 		$774K Buy
938
+1
+0.1% +$678 0.05% 224
2025
Q2 		$502K Hold
937
– – 0.04% 265
2025
Q1 		$302K Sell
937
-57
-6% -$23K 0.02% 329
2024
Q4 		$422K Buy
994
+60
+6% +$26.3K 0.03% 284
2024
Q3 		$365K Buy
934
+150
+19% +$49.4K 0.03% 306
2024
Q2 		$238K Sell
784
-657
-46% -$209K 0.02% 333
2024
Q1 		$458K Buy
1,441
+7
+0.5% +$1.79K 0.05% 247
2023
Q4 		$295K Hold
1,434
– – 0.03% 308
2023
Q3 		$244K Buy
1,434
+75
+6% +$13.2K 0.03% 319
2023
Q2 		$223K Buy
+1,359
New +$202K 0.03% 338
2023
Q1 		– Sell
-1,434
Closed -$295K – 380
2022
Q4 		$295K Buy
+1,434
New +$167K 0.03% 308

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

Sound View Wealth Advisors Group's FIX Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Comfort Systems (FIX) stake by 4.7% in Q2 2026, selling an estimated $69K and leaving 770 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #154.

Sound View Wealth Advisors Group first reported a position in FIX in Q4 2022 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Sound View Wealth Advisors Group held 770 shares of Comfort Systems worth $1.53M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 38 Comfort Systems shares in Q2 2026, an estimated $69K.
  • Comfort Systems made up 0.09% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #154 holding.
  • Sound View Wealth Advisors Group first reported a position in Comfort Systems in Q4 2022 and has held it in 14 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.