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Spire Wealth Management’s Comfort Systems FIX Stock Holding History

Spire 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 		$13.7M Buy
6,901
+451
+7% +$818K 0.41% 54
2026
Q1 		$8.89M Buy
6,450
+1,060
+20% +$1.35M 0.3% 68
2025
Q4 		$5.03M Buy
5,390
+4,679
+658% +$4.32M 0.17% 122
2025
Q3 		$587K Buy
711
+99
+16% +$67.1K 0.02% 490
2025
Q2 		$328K Sell
612
-393
-39% -$171K 0.01% 614
2025
Q1 		$324K Buy
1,005
+90
+10% +$36.3K 0.01% 695
2024
Q4 		$388K Buy
915
+101
+12% +$44.3K 0.01% 637
2024
Q3 		$318K Buy
814
+45
+6% +$14.8K 0.01% 627
2024
Q2 		$234K Sell
769
-81
-10% -$25.7K 0.01% 684
2024
Q1 		$270K Buy
850
+550
+183% +$140K ﹤0.01% 697
2023
Q4 		$61.4K Buy
+300
New +$55.4K ﹤0.01% 1135

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

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

Spire Wealth Management increased its Comfort Systems (FIX) stake by 7% in Q2 2026, buying an estimated $818K and bringing the position to 6,901 shares worth $13.7M. The position accounts for 0.41% of the portfolio, ranked #54.

Spire Wealth Management first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Spire Wealth Management held 6,901 shares of Comfort Systems worth $13.7M as of Q2 2026.
  • Spire Wealth Management bought 451 Comfort Systems shares in Q2 2026, an estimated $818K.
  • Comfort Systems made up 0.41% of Spire Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Spire Wealth Management first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.