Cerity Partners
FIX icon

Cerity Partners’s Comfort Systems FIX Stock Holding History

Cerity Partners’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 		$80.4M Sell
40,591
-4,945
-11% -$8.97M 0.1% 179
2026
Q1 		$62.8M Buy
45,536
+4,145
+10% +$5.26M 0.09% 203
2025
Q4 		$38.6M Buy
41,391
+8,377
+25% +$7.73M 0.06% 277
2025
Q3 		$27.2M Buy
33,014
+5,912
+22% +$4.01M 0.04% 322
2025
Q2 		$14.5M Buy
27,102
+9,261
+52% +$4.03M 0.03% 427
2025
Q1 		$5.75M Buy
17,841
+365
+2% +$147K 0.01% 681
2024
Q4 		$7.06M Buy
17,476
+859
+5% +$377K 0.02% 600
2024
Q3 		$6.49M Buy
16,617
+7,466
+82% +$2.46M 0.01% 614
2024
Q2 		$2.78M Sell
9,151
-3,196
-26% -$1.02M 0.01% 789
2024
Q1 		$3.92M Buy
12,347
+11,082
+876% +$2.83M 0.01% 727
2023
Q4 		$260K Buy
+1,265
New +$234K ﹤0.01% 1597

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

Cerity Partners's FIX Position: Q2 2026 in Review

Cerity Partners reduced its Comfort Systems (FIX) stake by 11% in Q2 2026, selling an estimated $8.97M and leaving 40,591 shares worth $80.4M. The position accounts for 0.1% of the portfolio, ranked #179.

Cerity Partners first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Cerity Partners held 40,591 shares of Comfort Systems worth $80.4M as of Q2 2026.
  • Cerity Partners sold 4,945 Comfort Systems shares in Q2 2026, an estimated $8.97M.
  • Comfort Systems made up 0.1% of Cerity Partners's portfolio in Q2 2026, its #179 holding.
  • Cerity Partners first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.