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CBIZ Investment Advisory Services’s Comfort Systems FIX Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-15
Closed -$14K – 545
2025
Q4 		$14K Buy
+15
New +$13.8K ﹤0.01% 318

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

CBIZ Investment Advisory Services's FIX Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 15 shares — an estimated $14K sold.

CBIZ Investment Advisory Services first reported a position in FIX in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 15 Comfort Systems shares in Q1 2026, an estimated $14K.
  • CBIZ Investment Advisory Services first reported a position in Comfort Systems in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Comfort Systems position peaked at $14K in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.