SWP
FIX icon

Strategic Wealth Partners’s Comfort Systems FIX Stock Holding History

Strategic Wealth Partners’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 		$1.8M Sell
1,305
-1,020
-44% -$1.3M 0.12% 115
2025
Q4 		$2.17M Buy
2,325
+4
+0.2% +$3.69K 0.15% 108
2025
Q3 		$1.92M Hold
2,321
– – 0.14% 111
2025
Q2 		$1.24M Buy
+2,321
New +$1.01M 0.1% 133

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Strategic Wealth Partners's FIX Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Comfort Systems (FIX) stake by 44% in Q1 2026, selling an estimated $1.3M and leaving 1,305 shares worth $1.8M. The position accounts for 0.12% of the portfolio, ranked #115.

Strategic Wealth Partners first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.17M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Strategic Wealth Partners held 1,305 shares of Comfort Systems worth $1.8M as of Q1 2026.
  • Strategic Wealth Partners sold 1,020 Comfort Systems shares in Q1 2026, an estimated $1.3M.
  • Comfort Systems made up 0.12% of Strategic Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Strategic Wealth Partners first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Comfort Systems position peaked at $2.17M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.