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Wealthspire Advisors (New York)’s Comfort Systems FIX Stock Holding History

Wealthspire Advisors (New York)’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
-294
Closed -$274K – 995
2025
Q4 		$274K Buy
294
+204
+227% +$188K ﹤0.01% 840
2025
Q3 		$74.3K Buy
+90
New +$61K ﹤0.01% 1103

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s FIX Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 294 shares — an estimated $274K sold.

Wealthspire Advisors (New York) first reported a position in FIX in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 1,200 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 294 Comfort Systems shares in Q1 2026, an estimated $274K.
  • Wealthspire Advisors (New York) first reported a position in Comfort Systems in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Comfort Systems position peaked at $274K in Q4 2025.
  • 1,200 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.