WD Rutherford
FIX icon

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
Q3 		$509K Sell
308
-14
-4% -$23.5K 0.19% 66
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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

WD Rutherford's FIX Position: Q3 2026 in Review

WD Rutherford reduced its Comfort Systems (FIX) stake by 4.3% in Q3 2026, selling an estimated $23.5K and leaving 308 shares worth $509K. The position accounts for 0.19% of the portfolio, ranked #66.

WD Rutherford first reported a position in FIX in Q4 2025 and has held it in 4 quarters since. The position peaked at $638K in Q2 2026. 473 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • WD Rutherford held 308 shares of Comfort Systems worth $509K as of Q3 2026.
  • WD Rutherford sold 14 Comfort Systems shares in Q3 2026, an estimated $23.5K.
  • Comfort Systems made up 0.19% of WD Rutherford's portfolio in Q3 2026, its #66 holding.
  • WD Rutherford first reported a position in Comfort Systems in Q4 2025 and has held it in 4 quarters since.
  • WD Rutherford's Comfort Systems position peaked at $638K in Q2 2026.
  • 473 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.