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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
Q2 		– Sell
-1,393
Closed -$1.92M – 104
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 $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 $3.38T AUM 44.17% 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

Estate Counselors's FIX Position: Q2 2026 in Review

Estate Counselors sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 1,393 shares — an estimated $1.92M sold.

Estate Counselors first reported a position in FIX in Q3 2025 and held it in 3 quarters. The position peaked at $4.59M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Estate Counselors reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Estate Counselors sold 1,393 Comfort Systems shares in Q2 2026, an estimated $1.92M.
  • Estate Counselors first reported a position in Comfort Systems in Q3 2025 and held it in 3 quarters.
  • Estate Counselors's Comfort Systems position peaked at $4.59M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.