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American Trust’s Comfort Systems FIX Stock Holding History

American Trust’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
Q1 		$479K Sell
347
-48
-12% -$60.9K 0.04% 162
2025
Q4 		$369K Hold
395
– – 0.03% 211
2025
Q3 		$326K Buy
395
+5
+1% +$3.39K 0.03% 234
2025
Q2 		$209K Buy
+390
New +$170K 0.02% 278

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

American Trust's FIX Position: Q1 2026 in Review

American Trust reduced its Comfort Systems (FIX) stake by 12% in Q1 2026, selling an estimated $60.9K and leaving 347 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #162.

American Trust first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • American Trust held 347 shares of Comfort Systems worth $479K as of Q1 2026.
  • American Trust sold 48 Comfort Systems shares in Q1 2026, an estimated $60.9K.
  • Comfort Systems made up 0.04% of American Trust's portfolio in Q1 2026, its #162 holding.
  • American Trust first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.