DJYG
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David J. Yvars Group’s Comfort Systems FIX Stock Holding History

David J. Yvars Group’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 		$476K Buy
240
+70
+41% +$127K 0.22% 55
2026
Q1 		$234K Buy
+170
New +$216K 0.13% 77
2025
Q1 		– Sell
-10,107
Closed -$4.29M – 76
2024
Q4 		$4.29M Sell
10,107
-54
-0.5% -$23.7K 2.61% 12
2024
Q3 		$3.97M Sell
10,161
-18
-0.2% -$5.93K 2.46% 11
2024
Q2 		$3.1M Buy
+10,179
New +$3.24M 1.94% 16

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

David J. Yvars Group's FIX Position: Q2 2026 in Review

David J. Yvars Group increased its Comfort Systems (FIX) stake by 41% in Q2 2026, buying an estimated $127K and bringing the position to 240 shares worth $476K. The position accounts for 0.22% of the portfolio, ranked #55.

David J. Yvars Group first reported a position in FIX in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.29M in Q4 2024. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • David J. Yvars Group held 240 shares of Comfort Systems worth $476K as of Q2 2026.
  • David J. Yvars Group bought 70 Comfort Systems shares in Q2 2026, an estimated $127K.
  • Comfort Systems made up 0.22% of David J. Yvars Group's portfolio in Q2 2026, its #55 holding.
  • David J. Yvars Group first reported a position in Comfort Systems in Q2 2024 and has held it in 5 quarters since.
  • David J. Yvars Group's Comfort Systems position peaked at $4.29M in Q4 2024.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.