Blue Chip Partners’s Comfort Systems FIX Stock Holding History

Blue Chip Partners’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	$598K	Buy	302 +1	+0.3%	+$1.81K	0.04%	121
2026 Q1	$414K	Buy	301 +1	+0.3%	+$1.27K	0.03%	126
2025 Q4	$280K	Hold	300	–	–	0.02%	146
2025 Q3	$248K	Buy	+300	New	+$203K	0.02%	148

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

Blue Chip Partners's FIX Position: Q2 2026 in Review

Blue Chip Partners increased its Comfort Systems (FIX) stake by 0.33% in Q2 2026, buying an estimated $1.81K and bringing the position to 302 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #121.

Blue Chip Partners first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,351 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Blue Chip Partners held 302 shares of Comfort Systems worth $598K as of Q2 2026.
Blue Chip Partners bought 1 Comfort Systems share in Q2 2026, an estimated $1.81K.
Comfort Systems made up 0.04% of Blue Chip Partners's portfolio in Q2 2026, its #121 holding.
Blue Chip Partners first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
1,351 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.