Baker Avenue Asset Management’s Comfort Systems FIX Stock Holding History

Baker Avenue Asset 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	$1.52M	Sell	769 -13	-2%	-$23.6K	0.03%	244
2026 Q1	$1.08M	Buy	782 +539	+222%	+$684K	0.02%	273
2025 Q4	$227K	Buy	+243	New	+$224K	0.01%	581
2023 Q4	–	Sell	-46	Closed	-$7.84K	–	758
2023 Q3	$7.84K	Buy	46 +41	+820%	+$7.2K	﹤0.01%	821
2023 Q2	$821	Hold	5	–	–	﹤0.01%	1243
2023 Q1	$730	Hold	5	–	–	﹤0.01%	1292
2022 Q4	$575	Buy	+5	New	+$581	﹤0.01%	1268

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Avenue Asset Management's FIX Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Comfort Systems (FIX) stake by 1.7% in Q2 2026, selling an estimated $23.6K and leaving 769 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #244.

Baker Avenue Asset Management first reported a position in FIX in Q4 2022 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Baker Avenue Asset Management held 769 shares of Comfort Systems worth $1.52M as of Q2 2026.
Baker Avenue Asset Management sold 13 Comfort Systems shares in Q2 2026, an estimated $23.6K.
Comfort Systems made up 0.03% of Baker Avenue Asset Management's portfolio in Q2 2026, its #244 holding.
Baker Avenue Asset Management first reported a position in Comfort Systems in Q4 2022 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.