4D Advisors’s Comfort Systems FIX Stock Holding History

4D Advisors’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	$3.96M	Sell	2,000 -2,000	-50%	-$3.63M	1.52%	33
2026 Q1	$5.52M	Sell	4,000 -1,000	-20%	-$1.27M	3.5%	9
2025 Q4	$4.67M	Hold	5,000	–	–	2.56%	15
2025 Q3	$4.13M	Sell	5,000 -2,500	-33%	-$1.69M	2.2%	26
2025 Q2	$4.02M	Sell	7,500 -2,500	-25%	-$1.09M	2.16%	23
2025 Q1	$3.22M	Buy	10,000 +1,500	+18%	+$605K	2.5%	18
2024 Q4	$3.6M	Buy	+8,500	New	+$3.73M	2.51%	18

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

4D Advisors's FIX Position: Q2 2026 in Review

4D Advisors reduced its Comfort Systems (FIX) stake by 50% in Q2 2026, selling an estimated $3.63M and leaving 2,000 shares worth $3.96M. The position accounts for 1.52% of the portfolio, ranked #33.

4D Advisors first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.52M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

4D Advisors held 2,000 shares of Comfort Systems worth $3.96M as of Q2 2026.
4D Advisors sold 2,000 Comfort Systems shares in Q2 2026, an estimated $3.63M.
Comfort Systems made up 1.52% of 4D Advisors's portfolio in Q2 2026, its #33 holding.
4D Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
4D Advisors's Comfort Systems position peaked at $5.52M in Q1 2026.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on 4D Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.