EC
FIX icon

Estate Counselors’s Comfort Systems FIX Stock Holding History

Estate Counselors’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
Q1 		$1.92M Sell
1,393
-3,525
-72% -$4.48M 0.17% 45
2025
Q4 		$4.59M Hold
4,918
– – 0.38% 44
2025
Q3 		$4.06M Buy
+4,918
New +$3.33M 0.35% 42

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Estate Counselors's FIX Position: Q1 2026 in Review

Estate Counselors reduced its Comfort Systems (FIX) stake by 72% in Q1 2026, selling an estimated $4.48M and leaving 1,393 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #45.

Estate Counselors first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.59M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Estate Counselors held 1,393 shares of Comfort Systems worth $1.92M as of Q1 2026.
  • Estate Counselors sold 3,525 Comfort Systems shares in Q1 2026, an estimated $4.48M.
  • Comfort Systems made up 0.17% of Estate Counselors's portfolio in Q1 2026, its #45 holding.
  • Estate Counselors first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • Estate Counselors's Comfort Systems position peaked at $4.59M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.