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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
Q2 		$6.2M Sell
3,128
-1,011
-24% -$1.83M 0.06% 331
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 $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

Atria Investments's FIX Position: Q2 2026 in Review

Atria Investments reduced its Comfort Systems (FIX) stake by 24% in Q2 2026, selling an estimated $1.83M and leaving 3,128 shares worth $6.2M. 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 10 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Atria Investments held 3,128 shares of Comfort Systems worth $6.2M as of Q2 2026.
  • Atria Investments sold 1,011 Comfort Systems shares in Q2 2026, an estimated $1.83M.
  • Comfort Systems made up 0.06% of Atria Investments's portfolio in Q2 2026, its #331 holding.
  • Atria Investments first reported a position in Comfort Systems in Q1 2024 and has held it in 10 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.