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Applied Finance Capital Management’s Comfort Systems FIX Stock Holding History

Applied Finance Capital Management’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 		$1.33M Buy
670
+147
+28% +$267K 0.1% 90
2026
Q1 		$721K Sell
523
-48
-8% -$60.9K 0.05% 129
2025
Q4 		$533K Sell
571
-180
-24% -$166K 0.04% 151
2025
Q3 		$620K Sell
751
-115
-13% -$77.9K 0.04% 159
2025
Q2 		$464K Buy
+866
New +$377K 0.03% 206
2025
Q1 		– Sell
-876
Closed -$371K – 314
2024
Q4 		$371K Hold
876
– – 0.02% 228
2024
Q3 		$342K Buy
+876
New +$289K 0.01% 242

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

Applied Finance Capital Management's FIX Position: Q2 2026 in Review

Applied Finance Capital Management increased its Comfort Systems (FIX) stake by 28% in Q2 2026, buying an estimated $267K and bringing the position to 670 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #90.

Applied Finance Capital Management first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Applied Finance Capital Management held 670 shares of Comfort Systems worth $1.33M as of Q2 2026.
  • Applied Finance Capital Management bought 147 Comfort Systems shares in Q2 2026, an estimated $267K.
  • Comfort Systems made up 0.1% of Applied Finance Capital Management's portfolio in Q2 2026, its #90 holding.
  • Applied Finance Capital Management first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.