EF
FIX icon

Empowered Funds’s Comfort Systems FIX Stock Holding History

Empowered Funds’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 		$57.2M Sell
28,872
-6,639
-19% -$12M 0.3% 48
2026
Q1 		$49M Buy
+35,511
New +$45.1M 0.31% 54
2025
Q4 		– Sell
-48,295
Closed -$39.9M – 1304
2025
Q3 		$39.9M Buy
48,295
+2,812
+6% +$1.91M 0.4% 27
2025
Q2 		$24.4M Buy
45,483
+11,479
+34% +$5M 0.28% 63
2025
Q1 		$11M Buy
34,004
+31,295
+1,155% +$12.6M 0.16% 136
2024
Q4 		$1.15M Buy
+2,709
New +$1.19M 0.02% 932
2024
Q3 		– Sell
-14,094
Closed -$4.29M – 1418
2024
Q2 		$4.29M Buy
14,094
+863
+7% +$274K 0.07% 376
2024
Q1 		$4.2M Sell
13,231
-2,451
-16% -$626K 0.08% 365
2023
Q4 		$3.23M Sell
15,682
-904
-5% -$167K 0.08% 361
2023
Q3 		$2.83M Sell
16,586
-2,394
-13% -$420K 0.08% 330
2023
Q2 		$3.12M Buy
+18,980
New +$2.82M 0.11% 255
2020
Q4 		– Sell
-56,904
Closed -$2.93M – 179
2020
Q3 		$2.93M Buy
+56,904
New +$2.76M 0.91% 23

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

Empowered Funds's FIX Position: Q2 2026 in Review

Empowered Funds reduced its Comfort Systems (FIX) stake by 19% in Q2 2026, selling an estimated $12M and leaving 28,872 shares worth $57.2M. The position accounts for 0.3% of the portfolio, ranked #48.

Empowered Funds first reported a position in FIX in Q3 2020 and has held it in 12 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Empowered Funds held 28,872 shares of Comfort Systems worth $57.2M as of Q2 2026.
  • Empowered Funds sold 6,639 Comfort Systems shares in Q2 2026, an estimated $12M.
  • Comfort Systems made up 0.3% of Empowered Funds's portfolio in Q2 2026, its #48 holding.
  • Empowered Funds first reported a position in Comfort Systems in Q3 2020 and has held it in 12 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.