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Delta Investment Management’s Comfort Systems FIX Stock Holding History

Delta Investment 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
Q1 		$926K Sell
671
-2
-0.3% -$2.54K 0.17% 98
2025
Q4 		$628K Buy
673
+68
+11% +$62.8K 0.11% 133
2025
Q3 		$499K Buy
+605
New +$410K 0.09% 140

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

Delta Investment Management's FIX Position: Q1 2026 in Review

Delta Investment Management reduced its Comfort Systems (FIX) stake by 0.3% in Q1 2026, selling an estimated $2.54K and leaving 671 shares worth $926K. The position accounts for 0.17% of the portfolio, ranked #98.

Delta Investment Management first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Delta Investment Management held 671 shares of Comfort Systems worth $926K as of Q1 2026.
  • Delta Investment Management sold 2 Comfort Systems shares in Q1 2026, an estimated $2.54K.
  • Comfort Systems made up 0.17% of Delta Investment Management's portfolio in Q1 2026, its #98 holding.
  • Delta Investment Management first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.