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Cape Investment Advisory’s Comfort Systems FIX Stock Holding History

Cape Investment Advisory’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 		$9.91K Buy
+5
New +$9.07K ﹤0.01% 866
2026
Q1 		– Sell
-4
Closed -$3.73K – 543
2025
Q4 		$3.73K Hold
4
– – ﹤0.01% 978
2025
Q3 		$3.3K Buy
+4
New +$2.71K ﹤0.01% 600
2024
Q4 		– Sell
-18
Closed -$7.03K – 1148
2024
Q3 		$7.03K Hold
18
– – ﹤0.01% 628
2024
Q2 		$5.47K Buy
18
+13
+260% +$4.13K ﹤0.01% 644
2024
Q1 		$1.59K Buy
+5
New +$1.28K ﹤0.01% 793

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cape Investment Advisory's FIX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Comfort Systems (FIX) in Q2 2026: 5 shares worth $9.91K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FIX as recently as Q4 2025.

Cape Investment Advisory first reported a position in FIX in Q1 2024 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Cape Investment Advisory held 5 shares of Comfort Systems worth $9.91K as of Q2 2026.
  • Comfort Systems was a new Cape Investment Advisory position in Q2 2026.
  • Comfort Systems made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #866 holding.
  • Cape Investment Advisory first reported a position in Comfort Systems in Q1 2024 and has held it in 6 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.