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Continuum Advisory’s Comfort Systems FIX Stock Holding History

Continuum Advisory’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 		$21.8K Buy
+11
New +$20K ﹤0.01% 1019
2025
Q2 		– Sell
-8
Closed -$2.58K – 797
2025
Q1 		$2.58K Buy
8
+1
+14% +$403 ﹤0.01% 1262
2024
Q4 		$2.97K Sell
7
-1
-13% -$439 ﹤0.01% 1293
2024
Q3 		$3.52K Hold
8
– – ﹤0.01% 1258
2024
Q2 		$2.43K Buy
+8
New +$2.54K ﹤0.01% 1251

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

Continuum Advisory's FIX Position: Q2 2026 in Review

Continuum Advisory opened a new position in Comfort Systems (FIX) in Q2 2026: 11 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FIX as recently as Q1 2025.

Continuum Advisory first reported a position in FIX in Q2 2024 and has held it in 5 quarters since. 1,351 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Continuum Advisory held 11 shares of Comfort Systems worth $21.8K as of Q2 2026.
  • Comfort Systems was a new Continuum Advisory position in Q2 2026.
  • Comfort Systems made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1019 holding.
  • Continuum Advisory first reported a position in Comfort Systems in Q2 2024 and has held it in 5 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.