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Concurrent Investment Advisors’s Comfort Systems FIX Stock Holding History

Concurrent Investment 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 		$7.41M Buy
3,741
+2,815
+304% +$5.11M 0.06% 339
2026
Q1 		$1.28M Buy
926
+500
+117% +$635K 0.01% 784
2025
Q4 		$397K Buy
+426
New +$393K ﹤0.01% 1246
2024
Q2 		– Sell
-1,732
Closed -$550K – 1020
2024
Q1 		$550K Buy
+1,732
New +$442K 0.02% 521

Other funds holding FIX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Concurrent Investment Advisors's FIX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Comfort Systems (FIX) stake by 304% in Q2 2026, buying an estimated $5.11M and bringing the position to 3,741 shares worth $7.41M. The position accounts for 0.06% of the portfolio, ranked #339.

Concurrent Investment Advisors first reported a position in FIX in Q1 2024 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Concurrent Investment Advisors held 3,741 shares of Comfort Systems worth $7.41M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,815 Comfort Systems shares in Q2 2026, an estimated $5.11M.
  • Comfort Systems made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #339 holding.
  • Concurrent Investment Advisors first reported a position in Comfort Systems in Q1 2024 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.