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Wellington-Altus USA’s Comfort Systems FIX Stock Holding History

Wellington-Altus USA’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 		$77.2K Hold
56
– – 0.06% 244
2026
Q1 		$111K Sell
56
-93
-62% -$118K 0.07% 234
2025
Q4 		$139K Buy
+149
New +$138K 0.1% 158

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington-Altus USA's FIX Position: Q2 2026 in Review

Wellington-Altus USA held its Comfort Systems (FIX) position steady in Q2 2026 at 56 shares worth $77.2K. The position accounts for 0.06% of the portfolio, ranked #244.

Wellington-Altus USA first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $139K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Wellington-Altus USA held 56 shares of Comfort Systems worth $77.2K as of Q2 2026.
  • Wellington-Altus USA left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up 0.06% of Wellington-Altus USA's portfolio in Q2 2026, its #244 holding.
  • Wellington-Altus USA first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Comfort Systems position peaked at $139K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.