U.S. Capital Wealth Advisors’s Comfort Systems FIX Stock Holding History

U.S. Capital Wealth Advisors’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	$1.32M	Sell	955 -3,371	-78%	-$4.28M	0.03%	442
2025 Q4	$4.04M	Sell	4,326 -599	-12%	-$553K	0.11%	214
2025 Q3	$4.06M	Buy	+4,925	New	+$3.34M	0.11%	208
2025 Q2	–	Sell	-9,823	Closed	-$3.17M	–	906
2025 Q1	$3.17M	Buy	9,823 +2,553	+35%	+$1.03M	0.1%	217
2024 Q4	$3.08M	Buy	+7,270	New	+$3.19M	0.1%	220

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

U.S. Capital Wealth Advisors's FIX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Comfort Systems (FIX) stake by 78% in Q1 2026, selling an estimated $4.28M and leaving 955 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #442.

U.S. Capital Wealth Advisors first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.06M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

U.S. Capital Wealth Advisors held 955 shares of Comfort Systems worth $1.32M as of Q1 2026.
U.S. Capital Wealth Advisors sold 3,371 Comfort Systems shares in Q1 2026, an estimated $4.28M.
Comfort Systems made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #442 holding.
U.S. Capital Wealth Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's Comfort Systems position peaked at $4.06M in Q3 2025.
1,199 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.