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Clearstead Advisors’s Comfort Systems FIX Stock Holding History

Clearstead 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 		$309K Sell
156
-791
-84% -$1.44M ﹤0.01% 921
2026
Q1 		$1.31M Sell
947
-399
-30% -$507K 0.01% 449
2025
Q4 		$1.26M Buy
1,346
+128
+11% +$118K 0.02% 416
2025
Q3 		$1.01M Buy
1,218
+177
+17% +$120K 0.01% 460
2025
Q2 		$558K Buy
1,041
+855
+460% +$372K 0.01% 584
2025
Q1 		$60K Buy
186
+144
+343% +$58.1K ﹤0.01% 1128
2024
Q4 		$17.8K Sell
42
-363
-90% -$159K ﹤0.01% 1422
2024
Q3 		$158K Buy
405
+22
+6% +$7.25K ﹤0.01% 920
2024
Q2 		$116K Buy
383
+23
+6% +$7.31K ﹤0.01% 966
2024
Q1 		$120K Buy
360
+155
+76% +$39.6K 0.01% 569
2023
Q4 		$42.2K Buy
205
+183
+832% +$33.8K ﹤0.01% 789
2023
Q3 		$3.75K Buy
+22
New +$3.86K ﹤0.01% 1295

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

Clearstead Advisors's FIX Position: Q2 2026 in Review

Clearstead Advisors reduced its Comfort Systems (FIX) stake by 84% in Q2 2026, selling an estimated $1.44M and leaving 156 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Clearstead Advisors first reported a position in FIX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Clearstead Advisors held 156 shares of Comfort Systems worth $309K as of Q2 2026.
  • Clearstead Advisors sold 791 Comfort Systems shares in Q2 2026, an estimated $1.44M.
  • Comfort Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #921 holding.
  • Clearstead Advisors first reported a position in Comfort Systems in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's Comfort Systems position peaked at $1.31M in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.