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Annis Gardner Whiting Capital Advisors’s Comfort Systems FIX Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-10
Closed -$13.8K – 657
2026
Q1 		$13.8K Buy
10
+8
+400% +$10.2K ﹤0.01% 818
2025
Q4 		$1.87K Hold
2
– – ﹤0.01% 968
2025
Q3 		$1.65K Hold
2
– – ﹤0.01% 909
2025
Q2 		$1.07K Buy
+2
New +$871 ﹤0.01% 1070
2025
Q1 		– Sell
-10
Closed -$4.24K – 775
2024
Q4 		$4.24K Hold
10
– – ﹤0.01% 624
2024
Q3 		$3.9K Hold
10
– – ﹤0.01% 655
2024
Q2 		$3.04K Buy
+10
New +$3.18K ﹤0.01% 827

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's FIX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 10 shares — an estimated $13.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FIX in Q2 2024 and held it in 7 quarters. The position peaked at $13.8K in Q1 2026. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 10 Comfort Systems shares in Q2 2026, an estimated $13.8K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Comfort Systems in Q2 2024 and held it in 7 quarters.
  • Annis Gardner Whiting Capital Advisors's Comfort Systems position peaked at $13.8K in Q1 2026.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.