CFO
FIX icon

CVA Family Office’s Comfort Systems FIX Stock Holding History

CVA Family Office’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 		$109K Buy
55
+9
+20% +$16.3K 0.01% 457
2026
Q1 		$63.4K Buy
46
+42
+1,050% +$53.3K 0.01% 549
2025
Q4 		$3.73K Buy
+4
New +$3.69K ﹤0.01% 921

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 $3.38T AUM 44.17% 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

CVA Family Office's FIX Position: Q2 2026 in Review

CVA Family Office increased its Comfort Systems (FIX) stake by 20% in Q2 2026, buying an estimated $16.3K and bringing the position to 55 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #457.

CVA Family Office first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • CVA Family Office held 55 shares of Comfort Systems worth $109K as of Q2 2026.
  • CVA Family Office bought 9 Comfort Systems shares in Q2 2026, an estimated $16.3K.
  • Comfort Systems made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #457 holding.
  • CVA Family Office first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.