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Caerus Investment Advisors’s Comfort Systems FIX Stock Holding History

Caerus Investment Advisors’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
Q1 		$1.67M Sell
1,214
-325
-21% -$413K 0.7% 25
2025
Q4 		$1.44M Buy
1,539
+610
+66% +$563K 0.47% 40
2025
Q3 		$767K Buy
+929
New +$630K 0.31% 60

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Caerus Investment Advisors's FIX Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Comfort Systems (FIX) stake by 21% in Q1 2026, selling an estimated $413K and leaving 1,214 shares worth $1.67M. The position accounts for 0.7% of the portfolio, ranked #25.

Caerus Investment Advisors first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Caerus Investment Advisors held 1,214 shares of Comfort Systems worth $1.67M as of Q1 2026.
  • Caerus Investment Advisors sold 325 Comfort Systems shares in Q1 2026, an estimated $413K.
  • Comfort Systems made up 0.7% of Caerus Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Caerus Investment Advisors first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.