EWA
FIX icon

EP Wealth Advisors’s Comfort Systems FIX Stock Holding History

EP Wealth Advisors’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 		$8.46M Sell
4,267
-56
-1% -$102K 0.03% 299
2026
Q1 		$5.96M Buy
4,323
+3,050
+240% +$3.87M 0.03% 282
2025
Q4 		$1.19M Buy
+1,273
New +$1.18M 0.01% 572
2025
Q2 		$311K Buy
+579
New +$252K ﹤0.01% 998

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

EP Wealth Advisors's FIX Position: Q2 2026 in Review

EP Wealth Advisors reduced its Comfort Systems (FIX) stake by 1.3% in Q2 2026, selling an estimated $102K and leaving 4,267 shares worth $8.46M. The position accounts for 0.03% of the portfolio, ranked #299.

EP Wealth Advisors first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • EP Wealth Advisors held 4,267 shares of Comfort Systems worth $8.46M as of Q2 2026.
  • EP Wealth Advisors sold 56 Comfort Systems shares in Q2 2026, an estimated $102K.
  • Comfort Systems made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • EP Wealth Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.