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Three Seasons Wealth’s Comfort Systems FIX Stock Holding History

Three Seasons 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
Q1 		– Sell
-743
Closed -$693K – 208
2025
Q4 		$693K Sell
743
-174
-19% -$161K 0.07% 77
2025
Q3 		$757K Buy
+917
New +$621K 0.08% 62

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

Three Seasons Wealth's FIX Position: Q1 2026 in Review

Three Seasons Wealth sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 743 shares — an estimated $693K sold.

Three Seasons Wealth first reported a position in FIX in Q3 2025 and held it in 2 quarters. The position peaked at $757K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Three Seasons Wealth reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • Three Seasons Wealth sold 743 Comfort Systems shares in Q1 2026, an estimated $693K.
  • Three Seasons Wealth first reported a position in Comfort Systems in Q3 2025 and held it in 2 quarters.
  • Three Seasons Wealth's Comfort Systems position peaked at $757K in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.