Claro Advisors’s Comfort Systems FIX Stock Holding History

Claro 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	$335K	Sell	169 -16	-9%	-$29K	0.04%	375
2026 Q1	$255K	Buy	+185	New	+$235K	0.03%	416

Other funds holding FIX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Claro Advisors's FIX Position: Q2 2026 in Review

Claro Advisors reduced its Comfort Systems (FIX) stake by 8.6% in Q2 2026, selling an estimated $29K and leaving 169 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #375.

Claro Advisors first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Claro Advisors held 169 shares of Comfort Systems worth $335K as of Q2 2026.
Claro Advisors sold 16 Comfort Systems shares in Q2 2026, an estimated $29K.
Comfort Systems made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #375 holding.
Claro Advisors first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.