Fiducient Advisors’s Comfort Systems FIX Stock Holding History

Fiducient Advisors’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	–	Sell	-610	Closed	-$569K	–	153
2025 Q4	$569K	Buy	+610	New	+$563K	0.07%	108

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Fiducient Advisors's FIX Position: Q1 2026 in Review

Fiducient Advisors sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 610 shares — an estimated $569K sold.

Fiducient Advisors first reported a position in FIX in Q4 2025 and held it in 1 quarter. The position peaked at $569K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Fiducient Advisors reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
Fiducient Advisors sold 610 Comfort Systems shares in Q1 2026, an estimated $569K.
Fiducient Advisors first reported a position in Comfort Systems in Q4 2025 and held it in 1 quarter.
Fiducient Advisors's Comfort Systems position peaked at $569K in Q4 2025.
1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.