AO
FIX icon

Advisor OS’s Comfort Systems FIX Stock Holding History

Advisor OS’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 		$700K Sell
353
-74
-17% -$134K 0.05% 254
2026
Q1 		$589K Sell
427
-31
-7% -$39.4K 0.04% 271
2025
Q4 		$428K Sell
458
-91
-17% -$84K 0.03% 308
2025
Q3 		$453K Sell
549
-65
-11% -$44.1K 0.04% 283
2025
Q2 		$329K Buy
+614
New +$267K 0.03% 336

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

Advisor OS's FIX Position: Q2 2026 in Review

Advisor OS reduced its Comfort Systems (FIX) stake by 17% in Q2 2026, selling an estimated $134K and leaving 353 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #254.

Advisor OS first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Advisor OS held 353 shares of Comfort Systems worth $700K as of Q2 2026.
  • Advisor OS sold 74 Comfort Systems shares in Q2 2026, an estimated $134K.
  • Comfort Systems made up 0.05% of Advisor OS's portfolio in Q2 2026, its #254 holding.
  • Advisor OS first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.