Crown Advisors Management’s Comfort Systems FIX Stock Holding History

Crown Advisors Management’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	$19.8M	Sell	10,000 -3,000	-23%	-$5.44M	10.88%	1
2026 Q1	$17.9M	Sell	13,000 -3,000	-19%	-$3.81M	11.9%	1
2025 Q4	$14.9M	Sell	16,000 -2,000	-11%	-$1.85M	9.82%	1
2025 Q3	$14.9M	Hold	18,000	–	–	9.94%	1
2025 Q2	$9.65M	Buy	18,000 +4,000	+29%	+$1.74M	7.7%	1
2025 Q1	$4.51M	Buy	14,000 +4,000	+40%	+$1.61M	3.97%	6
2024 Q4	$4.24M	Hold	10,000	–	–	2.72%	15
2024 Q3	$3.9M	Hold	10,000	–	–	2.51%	16
2024 Q2	$3.04M	Hold	10,000	–	–	1.95%	19
2024 Q1	$3.18M	Hold	10,000	–	–	1.92%	19
2023 Q4	$2.06M	Buy	+10,000	New	+$1.85M	1.41%	28
2020 Q4	–	Sell	-75,000	Closed	-$3.86M	–	40
2020 Q3	$3.86M	Hold	75,000	–	–	2.51%	17
2020 Q2	$3.06M	Hold	75,000	–	–	2.09%	25
2020 Q1	$2.74M	Buy	+75,000	New	+$3.32M	2.17%	29

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crown Advisors Management's FIX Position: Q2 2026 in Review

Crown Advisors Management reduced its Comfort Systems (FIX) stake by 23% in Q2 2026, selling an estimated $5.44M and leaving 10,000 shares worth $19.8M. The position accounts for 10.88% of the portfolio, ranked #1.

Crown Advisors Management first reported a position in FIX in Q1 2020 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Crown Advisors Management held 10,000 shares of Comfort Systems worth $19.8M as of Q2 2026.
Crown Advisors Management sold 3,000 Comfort Systems shares in Q2 2026, an estimated $5.44M.
Comfort Systems made up 10.88% of Crown Advisors Management's portfolio in Q2 2026, its #1 holding.
Crown Advisors Management first reported a position in Comfort Systems in Q1 2020 and has held it in 14 quarters since.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Crown Advisors Management's 13F filing for Q2 2026, filed 7 Aug 2026.