ClearBridge Investments’s Comfort Systems FIX Stock Holding History

ClearBridge Investments’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	$130M	Sell	65,366 -94,595	-59%	-$172M	0.11%	188
2026 Q1	$221M	Sell	159,961 -40,584	-20%	-$51.5M	0.19%	121
2025 Q4	$187M	Sell	200,545 -7,646	-4%	-$7.06M	0.15%	147
2025 Q3	$172M	Sell	208,191 -1,715	-0.8%	-$1.16M	0.13%	165
2025 Q2	$113M	Buy	209,906 +53,734	+34%	+$23.4M	0.09%	211
2025 Q1	$50.3M	Buy	156,172 +100,961	+183%	+$40.7M	0.04%	303
2024 Q4	$23.4M	Buy	+55,211	New	+$24.2M	0.02%	419

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

ClearBridge Investments's FIX Position: Q2 2026 in Review

ClearBridge Investments reduced its Comfort Systems (FIX) stake by 59% in Q2 2026, selling an estimated $172M and leaving 65,366 shares worth $130M. The position accounts for 0.11% of the portfolio, ranked #188.

ClearBridge Investments first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $221M in Q1 2026. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

ClearBridge Investments held 65,366 shares of Comfort Systems worth $130M as of Q2 2026.
ClearBridge Investments sold 94,595 Comfort Systems shares in Q2 2026, an estimated $172M.
Comfort Systems made up 0.11% of ClearBridge Investments's portfolio in Q2 2026, its #188 holding.
ClearBridge Investments first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
ClearBridge Investments's Comfort Systems position peaked at $221M in Q1 2026.
1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.