Capstone Investment Advisors
FIX icon

Capstone Investment Advisors’s Comfort Systems FIX Stock Holding History

Capstone 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
Q2 		$2.58M Buy
1,300
+926
+248% +$1.68M ﹤0.01% 665
2026
Q1 		$516K Buy
+374
New +$475K ﹤0.01% 1125
2025
Q1 		– Sell
-688
Closed -$292K – 1532
2024
Q4 		$292K Buy
+688
New +$302K ﹤0.01% 1491
2024
Q3 		– Sell
-1,128
Closed -$343K – 2013
2024
Q2 		$343K Sell
1,128
-710
-39% -$226K ﹤0.01% 1515
2024
Q1 		$584K Buy
+1,838
New +$470K ﹤0.01% 1471
2017
Q2 		– Sell
-6,300
Closed -$230K – 729
2017
Q1 		$230K Buy
6,300
+239
+4% +$8.3K 0.01% 762
2016
Q4 		$201K Buy
+6,061
New +$189K 0.01% 821

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 $3.37T AUM 44.26% 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

Capstone Investment Advisors's FIX Position: Q2 2026 in Review

Capstone Investment Advisors increased its Comfort Systems (FIX) stake by 248% in Q2 2026, buying an estimated $1.68M and bringing the position to 1,300 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Capstone Investment Advisors first reported a position in FIX in Q4 2016 and has held it in 7 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Capstone Investment Advisors held 1,300 shares of Comfort Systems worth $2.58M as of Q2 2026.
  • Capstone Investment Advisors bought 926 Comfort Systems shares in Q2 2026, an estimated $1.68M.
  • Comfort Systems made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #665 holding.
  • Capstone Investment Advisors first reported a position in Comfort Systems in Q4 2016 and has held it in 7 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.