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FIX icon

FORA Capital’s Comfort Systems FIX Stock Holding History

FORA Capital’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
-4,836
Closed -$4.28M – 491
2025
Q4 		$4.28M Buy
+4,836
New +$4.46M 0.52% 56
2024
Q3 		– Sell
-4,189
Closed -$1.27M – 488
2024
Q2 		$1.27M Buy
4,189
+15
+0.4% +$4.77K 0.16% 186
2024
Q1 		$1.33M Buy
+4,174
New +$1.07M 0.11% 212
2020
Q1 		– Sell
-1,248
Closed -$62K – 1129
2019
Q4 		$62K Buy
+1,248
New +$60.7K 0.01% 873

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

FORA Capital's FIX Position: Q1 2026 in Review

FORA Capital sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 4,836 shares — an estimated $4.28M sold.

FORA Capital first reported a position in FIX in Q4 2019 and held it in 4 quarters. The position peaked at $4.28M in Q4 2025. 1,203 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • FORA Capital reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 4,836 Comfort Systems shares in Q1 2026, an estimated $4.28M.
  • FORA Capital first reported a position in Comfort Systems in Q4 2019 and held it in 4 quarters.
  • FORA Capital's Comfort Systems position peaked at $4.28M in Q4 2025.
  • 1,203 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.