Coston McIsaac & Partners’s Comfort Systems FIX Stock Holding History

Coston McIsaac & Partners’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 Q1	$329K	Buy	239 +7	+3%	+$8.89K	0.07%	109
2025 Q4	$216K	Hold	232	–	–	0.05%	142
2025 Q3	$191K	Hold	232	–	–	0.05%	147
2025 Q2	$124K	Hold	232	–	–	0.03%	186
2025 Q1	$74K	Hold	232	–	–	0.02%	224
2024 Q4	$98K	Hold	232	–	–	0.03%	190
2024 Q3	$90	Hold	232	–	–	0.03%	201
2024 Q2	$70K	Hold	232	–	–	0.02%	217
2024 Q1	$73K	Hold	232	–	–	0.02%	214
2023 Q4	$47K	Hold	232	–	–	0.02%	262
2023 Q3	$39K	Hold	232	–	–	0.01%	280
2023 Q2	$38K	Sell	232 -15	-6%	-$2.23K	0.01%	313
2023 Q1	$36K	Buy	247 +15	+6%	+$1.95K	0.01%	322
2022 Q4	$26	Hold	232	–	–	0.01%	375
2022 Q3	$22K	Hold	232	–	–	0.01%	321
2022 Q2	$19K	Buy	+232	New	+$20K	0.01%	213

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Coston McIsaac & Partners's FIX Position: Q1 2026 in Review

Coston McIsaac & Partners increased its Comfort Systems (FIX) stake by 3% in Q1 2026, buying an estimated $8.89K and bringing the position to 239 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #109.

Coston McIsaac & Partners first reported a position in FIX in Q2 2022 and has held it in 16 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Coston McIsaac & Partners held 239 shares of Comfort Systems worth $329K as of Q1 2026.
Coston McIsaac & Partners bought 7 Comfort Systems shares in Q1 2026, an estimated $8.89K.
Comfort Systems made up 0.07% of Coston McIsaac & Partners's portfolio in Q1 2026, its #109 holding.
Coston McIsaac & Partners first reported a position in Comfort Systems in Q2 2022 and has held it in 16 quarters since.
1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.