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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
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

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

Essential Partners's FIX Position: Q2 2026 in Review

Essential Partners reduced its Comfort Systems (FIX) stake by 69% in Q2 2026, selling an estimated $4.34M and leaving 1,077 shares worth $2.13M. The position accounts for 0.98% of the portfolio, ranked #13.

Essential Partners first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.78M in Q1 2026. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Essential Partners held 1,077 shares of Comfort Systems worth $2.13M as of Q2 2026.
  • Essential Partners sold 2,390 Comfort Systems shares in Q2 2026, an estimated $4.34M.
  • Comfort Systems made up 0.98% of Essential Partners's portfolio in Q2 2026, its #13 holding.
  • Essential Partners first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Comfort Systems position peaked at $4.78M in Q1 2026.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.