EH
FIX icon

Equitable Holdings’s Comfort Systems FIX Stock Holding History

Equitable Holdings’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 		$1.52M Buy
765
+96
+14% +$174K 0.01% 843
2026
Q1 		$624K Buy
669
+232
+53% +$295K ﹤0.01% 1162
2025
Q4 		$408K Sell
437
-157
-26% -$145K ﹤0.01% 1188
2025
Q3 		$490K Buy
594
+195
+49% +$132K ﹤0.01% 1083
2025
Q2 		$214K Buy
+399
New +$174K ﹤0.01% 1344
2025
Q1 		– Sell
-1,271
Closed -$539K – 1356
2024
Q4 		$539K Buy
1,271
+289
+29% +$127K 0.01% 851
2024
Q3 		$383K Buy
+982
New +$323K ﹤0.01% 950
2024
Q1 		– Sell
-1,180
Closed -$243K – 1178
2023
Q4 		$243K Buy
+1,180
New +$218K ﹤0.01% 1004

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

Equitable Holdings's FIX Position: Q2 2026 in Review

Equitable Holdings increased its Comfort Systems (FIX) stake by 14% in Q2 2026, buying an estimated $174K and bringing the position to 765 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #843.

Equitable Holdings first reported a position in FIX in Q4 2023 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Equitable Holdings held 765 shares of Comfort Systems worth $1.52M as of Q2 2026.
  • Equitable Holdings bought 96 Comfort Systems shares in Q2 2026, an estimated $174K.
  • Comfort Systems made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #843 holding.
  • Equitable Holdings first reported a position in Comfort Systems in Q4 2023 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.