ECM
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Evergreen Capital Management’s Comfort Systems FIX Stock Holding History

Evergreen Capital Management’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 		$4.06M Sell
2,942
-399
-12% -$507K 0.09% 219
2025
Q4 		$3.12M Buy
3,341
+630
+23% +$582K 0.07% 245
2025
Q3 		$2.24M Buy
2,711
+365
+16% +$247K 0.05% 271
2025
Q2 		$1.26M Buy
2,346
+177
+8% +$77.1K 0.04% 324
2025
Q1 		$699K Buy
2,169
+40
+2% +$16.1K 0.02% 399
2024
Q4 		$903K Buy
2,129
+61
+3% +$26.8K 0.03% 357
2024
Q3 		$807K Buy
2,068
+71
+4% +$23.4K 0.03% 367
2024
Q2 		$607K Buy
1,997
+28
+1% +$8.9K 0.02% 421
2024
Q1 		$626K Sell
1,969
-34
-2% -$8.69K 0.02% 386
2023
Q4 		$412K Sell
2,003
-65
-3% -$12K 0.02% 469
2023
Q3 		$352K Buy
2,068
+3
+0.1% +$526 0.02% 501
2023
Q2 		$339K Buy
2,065
+225
+12% +$33.5K 0.01% 514
2023
Q1 		$269K Buy
+1,840
New +$239K 0.01% 543

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

Evergreen Capital Management's FIX Position: Q1 2026 in Review

Evergreen Capital Management reduced its Comfort Systems (FIX) stake by 12% in Q1 2026, selling an estimated $507K and leaving 2,942 shares worth $4.06M. The position accounts for 0.09% of the portfolio, ranked #219.

Evergreen Capital Management first reported a position in FIX in Q1 2023 and has held it in 13 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Evergreen Capital Management held 2,942 shares of Comfort Systems worth $4.06M as of Q1 2026.
  • Evergreen Capital Management sold 399 Comfort Systems shares in Q1 2026, an estimated $507K.
  • Comfort Systems made up 0.09% of Evergreen Capital Management's portfolio in Q1 2026, its #219 holding.
  • Evergreen Capital Management first reported a position in Comfort Systems in Q1 2023 and has held it in 13 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.