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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
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 $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

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

Stratos Wealth Partners opened a new position in Comfort Systems (FIX) in Q1 2026: 298 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in FIX as recently as Q3 2025.

Stratos Wealth Partners first reported a position in FIX in Q1 2018 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Stratos Wealth Partners held 298 shares of Comfort Systems worth $411K as of Q1 2026.
  • Comfort Systems was a new Stratos Wealth Partners position in Q1 2026.
  • Comfort Systems made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1148 holding.
  • Stratos Wealth Partners first reported a position in Comfort Systems in Q1 2018 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.