Belpointe Asset Management’s Comfort Systems FIX Stock Holding History

Belpointe 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	$1.81M	Buy	913 +117	+15%	+$212K	0.06%	305
2026 Q1	$1.1M	Sell	796 -455	-36%	-$578K	0.04%	425
2025 Q4	$1.17M	Sell	1,251 -5	-0.4%	-$4.62K	0.04%	366
2025 Q3	$1.04M	Buy	1,256 +13	+1%	+$8.81K	0.04%	396
2025 Q2	$667K	Buy	+1,243	New	+$542K	0.03%	484
2025 Q1	–	Sell	-607	Closed	-$215K	–	953
2024 Q4	$215K	Sell	607 -1	-0.2%	-$439	0.01%	785
2024 Q3	$237K	Buy	+608	New	+$200K	0.01%	742
2023 Q2	–	Sell	-138	Closed	-$20.2K	–	1519
2023 Q1	$20.2K	Sell	138 -1,025	-88%	-$133K	﹤0.01%	2304
2022 Q4	$134K	Buy	+1,163	New	+$135K	0.01%	1080

Other funds holding FIX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Belpointe Asset Management's FIX Position: Q2 2026 in Review

Belpointe Asset Management increased its Comfort Systems (FIX) stake by 15% in Q2 2026, buying an estimated $212K and bringing the position to 913 shares worth $1.81M. The position accounts for 0.06% of the portfolio, ranked #305.

Belpointe Asset Management first reported a position in FIX in Q4 2022 and has held it in 9 quarters since. 523 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Belpointe Asset Management held 913 shares of Comfort Systems worth $1.81M as of Q2 2026.
Belpointe Asset Management bought 117 Comfort Systems shares in Q2 2026, an estimated $212K.
Comfort Systems made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #305 holding.
Belpointe Asset Management first reported a position in Comfort Systems in Q4 2022 and has held it in 9 quarters since.
523 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.