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NewEdge Wealth, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1861796 STAMFORD, CT

Position in FIX

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,301,043
+$1,059,952 QoQ
Shares Held
1,161
+29.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#579
of 1,341 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority Sole 68% Shared 0% None 32%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

NewEdge Wealth, LLC holds $19,114,392 across 12 Engineering & Construction names. FIX ranks #3 (12.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 FIX
Comfort Systems USA Inc
This page
1,161 $2,301,043

All Filings in FIX

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,301,043 1,161
2026-03-31 $1,241,091 900
2025-12-31 $370,516 397
2025-09-30 $188,141 228
2024-12-31 $356,210 840