CFD
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Creative Financial Designs’s Comfort Systems FIX Stock Holding History

Creative Financial Designs’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 		$698K Sell
506
-33
-6% -$41.9K 0.04% 281
2025
Q4 		$503K Sell
539
-153
-22% -$141K 0.03% 323
2025
Q3 		$571K Sell
692
-213
-24% -$144K 0.04% 307
2025
Q2 		$485K Buy
905
+904
+90,400% +$394K 0.03% 325
2025
Q1 		$322 Buy
+1
New +$403 ﹤0.01% 1950

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Creative Financial Designs's FIX Position: Q1 2026 in Review

Creative Financial Designs reduced its Comfort Systems (FIX) stake by 6.1% in Q1 2026, selling an estimated $41.9K and leaving 506 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #281.

Creative Financial Designs first reported a position in FIX in Q1 2025 and has held it in 5 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Creative Financial Designs held 506 shares of Comfort Systems worth $698K as of Q1 2026.
  • Creative Financial Designs sold 33 Comfort Systems shares in Q1 2026, an estimated $41.9K.
  • Comfort Systems made up 0.04% of Creative Financial Designs's portfolio in Q1 2026, its #281 holding.
  • Creative Financial Designs first reported a position in Comfort Systems in Q1 2025 and has held it in 5 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.