Steward Partners Investment Advisory’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.75M | Buy |
3,405
+2,682
| +371% | +$4.87M | 0.03% | 462 |
|
|
2026
Q1 | $997K | Sell |
723
-781
| -52% | -$992K | 0.01% | 1165 |
|
|
2025
Q4 | $1.4M | Sell |
1,504
-402
| -21% | -$371K | 0.01% | 922 |
|
|
2025
Q3 | $1.57M | Buy |
1,906
+104
| +6% | +$70.5K | 0.01% | 858 |
|
|
2025
Q2 | $966K | Sell |
1,802
-454
| -20% | -$198K | 0.01% | 1006 |
|
|
2025
Q1 | $727K | Buy |
2,256
+491
| +28% | +$198K | 0.01% | 1047 |
|
|
2024
Q4 | $749K | Buy |
1,765
+1,045
| +145% | +$459K | 0.01% | 978 |
|
|
2024
Q3 | $281K | Buy |
720
+162
| +29% | +$53.4K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $170K | Hold |
558
| – | – | ﹤0.01% | 1521 |
|
|
2024
Q1 | $177K | Buy |
558
+22
| +4% | +$5.62K | ﹤0.01% | 1495 |
|
|
2023
Q4 | $110K | Hold |
536
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q3 | $91.3K | Hold |
536
| – | – | ﹤0.01% | 1619 |
|
|
2023
Q2 | $88K | Hold |
536
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q1 | $78.2K | Hold |
536
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q4 | $61.7K | Hold |
536
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q3 | $52K | Hold |
536
| – | – | ﹤0.01% | 1763 |
|
|
2022
Q2 | $45K | Hold |
536
| – | – | ﹤0.01% | 1852 |
|
|
2022
Q1 | $48K | Buy |
536
+433
| +420% | +$38.9K | ﹤0.01% | 1937 |
|
|
2021
Q4 | $10K | Sell |
103
-101
| -50% | -$9.34K | ﹤0.01% | 2588 |
|
|
2021
Q3 | $15K | Hold |
204
| – | – | ﹤0.01% | 2448 |
|
|
2021
Q2 | $16K | Buy |
204
+1
| +0.5% | +$82 | ﹤0.01% | 5391 |
|
|
2021
Q1 | $15.2K | Sell |
203
-38
| -16% | -$2.43K | ﹤0.01% | 2593 |
|
|
2020
Q4 | $13K | Buy |
241
+38
| +19% | +$1.97K | ﹤0.01% | 2205 |
|
|
2020
Q3 | $10K | Buy |
203
+1
| +0.5% | +$49 | ﹤0.01% | 2132 |
|
|
2020
Q2 | $8K | Buy |
202
+1
| +0.5% | +$36 | ﹤0.01% | 2117 |
|
|
2020
Q1 | $7K | Buy |
201
+1
| +0.5% | +$44 | ﹤0.01% | 1959 |
|
|
2019
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 2003 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2084 |
|
|
2019
Q2 | $10K | Buy |
+200
| New | +$10.3K | ﹤0.01% | 1976 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$11K | – | 1240 |
|
|
2018
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 1831 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1773 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 1642 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1400 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1202 |
|
|
2017
Q2 | $7K | Buy |
+200
| New | +$7.1K | ﹤0.01% | 1136 |
|
Other funds holding FIX
Steward Partners Investment Advisory's FIX Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Comfort Systems (FIX) stake by 371% in Q2 2026, buying an estimated $4.87M and bringing the position to 3,405 shares worth $6.75M. The position accounts for 0.03% of the portfolio, ranked #462.
Steward Partners Investment Advisory first reported a position in FIX in Q2 2017 and has held it in 35 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.
- Steward Partners Investment Advisory held 3,405 shares of Comfort Systems worth $6.75M as of Q2 2026.
- Steward Partners Investment Advisory bought 2,682 Comfort Systems shares in Q2 2026, an estimated $4.87M.
- Comfort Systems made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #462 holding.
- Steward Partners Investment Advisory first reported a position in Comfort Systems in Q2 2017 and has held it in 35 quarters since.
- 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.