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SteelPeak Wealth’s Comfort Systems FIX Stock Holding History

SteelPeak 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 		$4.09M Sell
2,062
-150
-7% -$272K 0.11% 146
2026
Q1 		$3.05M Sell
2,212
-347
-14% -$441K 0.09% 160
2025
Q4 		$2.39M Sell
2,559
-783
-23% -$723K 0.08% 178
2025
Q3 		$2.76M Buy
3,342
+67
+2% +$45.4K 0.09% 171
2025
Q2 		$1.76M Buy
3,275
+775
+31% +$338K 0.07% 204
2025
Q1 		$806K Buy
2,500
+895
+56% +$361K 0.03% 284
2024
Q4 		$681K Buy
+1,605
New +$705K 0.03% 297
2024
Q3 		– Sell
-831
Closed -$253K – 548
2024
Q2 		$253K Buy
+831
New +$264K 0.01% 420

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

SteelPeak Wealth's FIX Position: Q2 2026 in Review

SteelPeak Wealth reduced its Comfort Systems (FIX) stake by 6.8% in Q2 2026, selling an estimated $272K and leaving 2,062 shares worth $4.09M. The position accounts for 0.11% of the portfolio, ranked #146.

SteelPeak Wealth first reported a position in FIX in Q2 2024 and has held it in 8 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • SteelPeak Wealth held 2,062 shares of Comfort Systems worth $4.09M as of Q2 2026.
  • SteelPeak Wealth sold 150 Comfort Systems shares in Q2 2026, an estimated $272K.
  • Comfort Systems made up 0.11% of SteelPeak Wealth's portfolio in Q2 2026, its #146 holding.
  • SteelPeak Wealth first reported a position in Comfort Systems in Q2 2024 and has held it in 8 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.