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Stratos Wealth Partners’s Comfort Systems FIX Stock Holding History

Stratos 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
Q2 		$826K Buy
417
+119
+40% +$216K 0.01% 928
2026
Q1 		$411K Buy
+298
New +$378K ﹤0.01% 1148
2025
Q4 		– Sell
-262
Closed -$216K – 1617
2025
Q3 		$216K Buy
+262
New +$178K ﹤0.01% 1428
2018
Q4 		– Sell
-71
Closed -$4K – 1392
2018
Q3 		$4K Buy
+71
New +$3.81K ﹤0.01% 2517
2018
Q2 		– Sell
-44
Closed -$2K – 1519
2018
Q1 		$2K Buy
+44
New +$1.85K ﹤0.01% 2847

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

Stratos Wealth Partners's FIX Position: Q2 2026 in Review

Stratos Wealth Partners increased its Comfort Systems (FIX) stake by 40% in Q2 2026, buying an estimated $216K and bringing the position to 417 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #928.

Stratos Wealth Partners first reported a position in FIX in Q1 2018 and has held it in 5 quarters since. 1,351 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Stratos Wealth Partners held 417 shares of Comfort Systems worth $826K as of Q2 2026.
  • Stratos Wealth Partners bought 119 Comfort Systems shares in Q2 2026, an estimated $216K.
  • Comfort Systems made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #928 holding.
  • Stratos Wealth Partners first reported a position in Comfort Systems in Q1 2018 and has held it in 5 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.