WA
FIX icon

Waddell & Associates’s Comfort Systems FIX Stock Holding History

Waddell & Associates’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 		$3.31M Buy
1,669
+32
+2% +$58.1K 0.16% 46
2026
Q1 		$2.26M Buy
1,637
+493
+43% +$626K 0.13% 49
2025
Q4 		$1.07M Buy
1,144
+355
+45% +$328K 0.07% 84
2025
Q3 		$651K Buy
789
+204
+35% +$138K 0.06% 105
2025
Q2 		$314K Buy
+585
New +$255K 0.03% 159
2021
Q3 		– Sell
-14,000
Closed -$1.1K – 120
2021
Q2 		$1.1K Buy
+14,000
New +$1.14M 0.17% 31

Other funds holding FIX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Waddell & Associates's FIX Position: Q2 2026 in Review

Waddell & Associates increased its Comfort Systems (FIX) stake by 2% in Q2 2026, buying an estimated $58.1K and bringing the position to 1,669 shares worth $3.31M. The position accounts for 0.16% of the portfolio, ranked #46.

Waddell & Associates first reported a position in FIX in Q2 2021 and has held it in 6 quarters since. 209 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Waddell & Associates held 1,669 shares of Comfort Systems worth $3.31M as of Q2 2026.
  • Waddell & Associates bought 32 Comfort Systems shares in Q2 2026, an estimated $58.1K.
  • Comfort Systems made up 0.16% of Waddell & Associates's portfolio in Q2 2026, its #46 holding.
  • Waddell & Associates first reported a position in Comfort Systems in Q2 2021 and has held it in 6 quarters since.
  • 209 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.