AS
FIX icon

Altshuler Shaham’s Comfort Systems FIX Stock Holding History

Altshuler Shaham’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 		$4.88M Buy
2,461
+695
+39% +$1.26M 0.06% 69
2026
Q1 		$2.44M Buy
1,766
+724
+69% +$919K 0.04% 80
2025
Q4 		$972K Buy
1,042
+79
+8% +$72.9K 0.01% 99
2025
Q3 		$795K Buy
963
+257
+36% +$174K 0.01% 98
2025
Q2 		$379K Buy
706
+136
+24% +$59.2K 0.01% 125
2025
Q1 		$184K Buy
570
+407
+250% +$164K ﹤0.01% 137
2024
Q4 		$69.1K Buy
+163
New +$71.6K ﹤0.01% 139
2023
Q3 		– Sell
-114
Closed -$18.7K – 309
2023
Q2 		$18.7K Sell
114
-47
-29% -$6.99K ﹤0.01% 279
2023
Q1 		$23.5K Sell
161
-8
-5% -$1.04K ﹤0.01% 301
2022
Q4 		$19.4K Buy
+169
New +$19.7K ﹤0.01% 361
2022
Q2 		– Sell
-454
Closed -$40K – 488
2022
Q1 		$40K Buy
454
+21
+5% +$1.89K ﹤0.01% 413
2021
Q4 		$43K Buy
+433
New +$40K ﹤0.01% 464

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Altshuler Shaham's FIX Position: Q2 2026 in Review

Altshuler Shaham increased its Comfort Systems (FIX) stake by 39% in Q2 2026, buying an estimated $1.26M and bringing the position to 2,461 shares worth $4.88M. The position accounts for 0.06% of the portfolio, ranked #69.

Altshuler Shaham first reported a position in FIX in Q4 2021 and has held it in 12 quarters since. 1,074 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Altshuler Shaham held 2,461 shares of Comfort Systems worth $4.88M as of Q2 2026.
  • Altshuler Shaham bought 695 Comfort Systems shares in Q2 2026, an estimated $1.26M.
  • Comfort Systems made up 0.06% of Altshuler Shaham's portfolio in Q2 2026, its #69 holding.
  • Altshuler Shaham first reported a position in Comfort Systems in Q4 2021 and has held it in 12 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.