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WD Rutherford’s Comfort Systems FIX Stock Holding History

WD Rutherford’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 		$638K Buy
322
+5
+2% +$9.07K 0.23% 63
2026
Q1 		$437K Hold
317
– – 0.19% 65
2025
Q4 		$296K Buy
+317
New +$293K 0.12% 71

Other funds holding FIX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

WD Rutherford's FIX Position: Q2 2026 in Review

WD Rutherford increased its Comfort Systems (FIX) stake by 1.6% in Q2 2026, buying an estimated $9.07K and bringing the position to 322 shares worth $638K. The position accounts for 0.23% of the portfolio, ranked #63.

WD Rutherford first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • WD Rutherford held 322 shares of Comfort Systems worth $638K as of Q2 2026.
  • WD Rutherford bought 5 Comfort Systems shares in Q2 2026, an estimated $9.07K.
  • Comfort Systems made up 0.23% of WD Rutherford's portfolio in Q2 2026, its #63 holding.
  • WD Rutherford first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.