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Atria Investments’s Comfort Systems FIX Stock Holding History

Atria Investments’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 		$5.71M Sell
4,139
-446
-10% -$566K 0.06% 331
2025
Q4 		$4.28M Buy
4,585
+167
+4% +$154K 0.05% 435
2025
Q3 		$3.65M Buy
4,418
+1,300
+42% +$881K 0.04% 496
2025
Q2 		$1.67M Buy
3,118
+226
+8% +$98.5K 0.02% 800
2025
Q1 		$932K Buy
2,892
+785
+37% +$317K 0.01% 1029
2024
Q4 		$894K Sell
2,107
-869
-29% -$382K 0.01% 1035
2024
Q3 		$1.16M Sell
2,976
-591
-17% -$195K 0.01% 896
2024
Q2 		$1.08M Sell
3,567
-186
-5% -$59.1K 0.01% 895
2024
Q1 		$1.19M Buy
+3,753
New +$959K 0.02% 874

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

Atria Investments's FIX Position: Q1 2026 in Review

Atria Investments reduced its Comfort Systems (FIX) stake by 9.7% in Q1 2026, selling an estimated $566K and leaving 4,139 shares worth $5.71M. The position accounts for 0.06% of the portfolio, ranked #331.

Atria Investments first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Atria Investments held 4,139 shares of Comfort Systems worth $5.71M as of Q1 2026.
  • Atria Investments sold 446 Comfort Systems shares in Q1 2026, an estimated $566K.
  • Comfort Systems made up 0.06% of Atria Investments's portfolio in Q1 2026, its #331 holding.
  • Atria Investments first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.