Envestnet Portfolio Solutions, Inc.
Position in FIX — Comfort Systems USA Inc
CIK 1998033
BERWYN, PA
Position in FIX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$761,068
+$266,011 QoQ
Shares Held
384
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#825
of 1,341 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $9,119,824 across 5 Engineering & Construction names. FIX ranks #3 (8.3% of the industry book) .
All Filings in FIX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,068 | 384 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $495,057 | 359 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $488,110 | 523 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $416,715 | 505 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $280,974 | 524 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $265,599 | 824 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $646,267 | 1,524 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $742,836 | 1,903 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $581,173 | 1,911 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $937,879 | 2,952 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,052,619 | 5,118 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $944,071 | 5,540 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||