Chevy Chase Trust
FIX icon

Chevy Chase Trust’s Comfort Systems FIX Stock Holding History

Chevy Chase Trust’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 		$33.7M Sell
16,989
-363
-2% -$659K 0.09% 197
2026
Q1 		$23.9M Sell
17,352
-493
-3% -$626K 0.07% 239
2025
Q4 		$16.7M Buy
+17,845
New +$16.5M 0.05% 309

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

Chevy Chase Trust's FIX Position: Q2 2026 in Review

Chevy Chase Trust reduced its Comfort Systems (FIX) stake by 2.1% in Q2 2026, selling an estimated $659K and leaving 16,989 shares worth $33.7M. The position accounts for 0.09% of the portfolio, ranked #197.

Chevy Chase Trust first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,349 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Chevy Chase Trust held 16,989 shares of Comfort Systems worth $33.7M as of Q2 2026.
  • Chevy Chase Trust sold 363 Comfort Systems shares in Q2 2026, an estimated $659K.
  • Comfort Systems made up 0.09% of Chevy Chase Trust's portfolio in Q2 2026, its #197 holding.
  • Chevy Chase Trust first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,349 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.