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Edgestream Partners’s Comfort Systems FIX Stock Holding History

Edgestream Partners’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 		$3.74M Sell
1,887
-3,051
-62% -$5.54M 0.11% 346
2026
Q1 		$6.81M Buy
+4,938
New +$6.27M 0.22% 137
2025
Q1 		– Sell
-11,914
Closed -$5.05M – 905
2024
Q4 		$5.05M Buy
11,914
+8,664
+267% +$3.8M 0.22% 150
2024
Q3 		$1.27M Sell
3,250
-2,450
-43% -$807K 0.06% 522
2024
Q2 		$1.73M Buy
5,700
+462
+9% +$147K 0.08% 377
2024
Q1 		$1.66M Buy
5,238
+661
+14% +$169K 0.08% 380
2023
Q4 		$941K Buy
4,577
+1,987
+77% +$367K 0.07% 459
2023
Q3 		$441K Sell
2,590
-16,271
-86% -$2.86M 0.04% 621
2023
Q2 		$3.1M Buy
+18,861
New +$2.8M 0.28% 81

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

Edgestream Partners's FIX Position: Q2 2026 in Review

Edgestream Partners reduced its Comfort Systems (FIX) stake by 62% in Q2 2026, selling an estimated $5.54M and leaving 1,887 shares worth $3.74M. The position accounts for 0.11% of the portfolio, ranked #346.

Edgestream Partners first reported a position in FIX in Q2 2023 and has held it in 9 quarters since. The position peaked at $6.81M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Edgestream Partners held 1,887 shares of Comfort Systems worth $3.74M as of Q2 2026.
  • Edgestream Partners sold 3,051 Comfort Systems shares in Q2 2026, an estimated $5.54M.
  • Comfort Systems made up 0.11% of Edgestream Partners's portfolio in Q2 2026, its #346 holding.
  • Edgestream Partners first reported a position in Comfort Systems in Q2 2023 and has held it in 9 quarters since.
  • Edgestream Partners's Comfort Systems position peaked at $6.81M in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.