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
Q2 		$5.83M Sell
2,940
-2
-0.1% -$3.63K 0.1% 187
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 $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

Evergreen Capital Management's FIX Position: Q2 2026 in Review

Evergreen Capital Management reduced its Comfort Systems (FIX) stake by 0.07% in Q2 2026, selling an estimated $3.63K and leaving 2,940 shares worth $5.83M. The position accounts for 0.1% of the portfolio, ranked #187.

Evergreen Capital Management first reported a position in FIX in Q1 2023 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Evergreen Capital Management held 2,940 shares of Comfort Systems worth $5.83M as of Q2 2026.
  • Evergreen Capital Management sold 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
  • Comfort Systems made up 0.1% of Evergreen Capital Management's portfolio in Q2 2026, its #187 holding.
  • Evergreen Capital Management first reported a position in Comfort Systems in Q1 2023 and has held it in 14 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.