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Fortis Capital Advisors’s Comfort Systems FIX Stock Holding History

Fortis Capital 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
Q2 		$297K Buy
+150
New +$272K 0.03% 331
2023
Q2 		– Sell
-1
Closed -$146 – 296
2023
Q1 		$146 Sell
1
-1,027
-100% -$133K ﹤0.01% 648
2022
Q4 		$118K Buy
+1,028
New +$120K 0.07% 185

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 $3.38T AUM 44.17% 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

Fortis Capital Advisors's FIX Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Comfort Systems (FIX) in Q2 2026: 150 shares worth $297K. The stake represents 0.03% of the portfolio and ranks #331 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in FIX as recently as Q1 2023.

Fortis Capital Advisors first reported a position in FIX in Q4 2022 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Fortis Capital Advisors held 150 shares of Comfort Systems worth $297K as of Q2 2026.
  • Comfort Systems was a new Fortis Capital Advisors position in Q2 2026.
  • Comfort Systems made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #331 holding.
  • Fortis Capital Advisors first reported a position in Comfort Systems in Q4 2022 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.