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Showing 8 of 12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in Comfort Systems USA, Inc.

Yes. Envestnet Portfolio Solutions holds 384 shares of FIX (Comfort Systems USA), worth $761,559, as of its Q2 2026 13F filing. It increased the position by 25 shares (+7.0%) from Q1 2026. Envestnet Portfolio Solutions has held FIX in every 13F on record since Q3 2023, 12 quarterly filings.

Current Value

$761,559

Current Shares

384

Total Value Change

+$18,734

Total Shares Change

-1,519

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
384
+7.0%
$761,5590.0%$1,980.92
26
2026-Q1
Decreased
359
-31.4%
$495,3960.0%$1,377.74
0
2025-Q4
Increased
523
+3.6%
$488,3980.0%$931.96
25
2025-Q3
Decreased
505
-3.6%
$416,9630.0%$823.49
0
2025-Q2
Decreased
524
-36.4%
$281,1380.0%$534.73
0
2025-Q1
Decreased
824
-45.9%
$265,6880.0%$321.13
0
2024-Q4
Decreased
1,524
-19.9%
$646,3330.0%$421.96
0
2024-Q3
Decreased
1,903
-0.4%
$742,8250.0%$388.11
0

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