EP
FIX icon

Essential Partners’s Comfort Systems FIX Stock Holding History

Essential 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
Q3 		$1.14M Sell
688
-389
-36% -$653K 0.52% 26
2026
Q2 		$2.13M Sell
1,077
-2,390
-69% -$4.34M 0.98% 13
2026
Q1 		$4.78M Sell
3,467
-4
-0.1% -$5.08K 1.61% 2
2025
Q4 		$3.24M Buy
3,471
+240
+7% +$222K 1% 7
2025
Q3 		$2.67M Buy
3,231
+301
+10% +$204K 0.88% 11
2025
Q2 		$1.57M Buy
+2,930
New +$1.28M 0.63% 27

Other funds holding FIX

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Essential Partners's FIX Position: Q3 2026 in Review

Essential Partners reduced its Comfort Systems (FIX) stake by 36% in Q3 2026, selling an estimated $653K and leaving 688 shares worth $1.14M. The position accounts for 0.52% of the portfolio, ranked #26.

Essential Partners first reported a position in FIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.78M in Q1 2026. 151 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Essential Partners held 688 shares of Comfort Systems worth $1.14M as of Q3 2026.
  • Essential Partners sold 389 Comfort Systems shares in Q3 2026, an estimated $653K.
  • Comfort Systems made up 0.52% of Essential Partners's portfolio in Q3 2026, its #26 holding.
  • Essential Partners first reported a position in Comfort Systems in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Comfort Systems position peaked at $4.78M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.