Bellecapital’s Comfort Systems FIX Stock Holding History

Bellecapital’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	-175	Closed	-$241K	–	137
2026 Q1	$241K	Sell	175 -212	-55%	-$269K	0.04%	104
2025 Q4	$361K	Hold	387	–	–	0.06%	84
2025 Q3	$319K	Hold	387	–	–	0.05%	92
2025 Q2	$208K	Buy	+387	New	+$169K	0.04%	125

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

Bellecapital's FIX Position: Q2 2026 in Review

Bellecapital sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 175 shares — an estimated $241K sold.

Bellecapital first reported a position in FIX in Q2 2025 and held it in 4 quarters. The position peaked at $361K in Q4 2025. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Bellecapital reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
Bellecapital sold 175 Comfort Systems shares in Q2 2026, an estimated $241K.
Bellecapital first reported a position in Comfort Systems in Q2 2025 and held it in 4 quarters.
Bellecapital's Comfort Systems position peaked at $361K in Q4 2025.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.