FCP
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Fidelis Capital Partners’s Comfort Systems FIX Stock Holding History

Fidelis Capital 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
Q1 		$292K Sell
212
-24
-10% -$30.5K 0.02% 407
2025
Q4 		$220K Sell
236
-164
-41% -$151K 0.02% 458
2025
Q3 		$330K Buy
400
+55
+16% +$37.3K 0.03% 373
2025
Q2 		$238K Buy
+345
New +$150K 0.02% 387

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

Fidelis Capital Partners's FIX Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Comfort Systems (FIX) stake by 10% in Q1 2026, selling an estimated $30.5K and leaving 212 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #407.

Fidelis Capital Partners first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. The position peaked at $330K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Fidelis Capital Partners held 212 shares of Comfort Systems worth $292K as of Q1 2026.
  • Fidelis Capital Partners sold 24 Comfort Systems shares in Q1 2026, an estimated $30.5K.
  • Comfort Systems made up 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #407 holding.
  • Fidelis Capital Partners first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • Fidelis Capital Partners's Comfort Systems position peaked at $330K in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.