Cary Street Partners Investment Advisory’s Comfort Systems FIX Stock Holding History

Cary Street Partners 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	$226K	Buy	+114	New	+$207K	0.05%	348
2023 Q4	–	Sell	-43	Closed	-$7.33K	–	1018
2023 Q3	$7.33K	Sell	43 -7	-14%	-$1.23K	﹤0.01%	1375
2023 Q2	$8.21K	Hold	50	–	–	﹤0.01%	1293
2023 Q1	$7.3K	Hold	50	–	–	﹤0.01%	1222
2022 Q4	$5.75K	Buy	+50	New	+$5.81K	﹤0.01%	1302

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's FIX Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Comfort Systems (FIX) in Q2 2026: 114 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #348 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in FIX as recently as Q3 2023.

Cary Street Partners Investment Advisory first reported a position in FIX in Q4 2022 and has held it in 5 quarters since. 732 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Cary Street Partners Investment Advisory held 114 shares of Comfort Systems worth $226K as of Q2 2026.
Comfort Systems was a new Cary Street Partners Investment Advisory position in Q2 2026.
Comfort Systems made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #348 holding.
Cary Street Partners Investment Advisory first reported a position in Comfort Systems in Q4 2022 and has held it in 5 quarters since.
732 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.