GoalVest Advisory’s Comfort Systems FIX Stock Holding History

GoalVest Advisory’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	$43.6K	Hold	22	–	–	0.01%	223
2026 Q1	$30.3K	Buy	+22	New	+$27.9K	0.01%	278
2023 Q4	–	Sell	-62	Closed	-$10.6K	–	416
2023 Q3	$10.6K	Buy	62 +3	+5%	+$526	0.01%	277
2023 Q2	$9.69K	Buy	+59	New	+$8.77K	0.01%	255

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GoalVest Advisory's FIX Position: Q2 2026 in Review

GoalVest Advisory held its Comfort Systems (FIX) position steady in Q2 2026 at 22 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #223.

GoalVest Advisory first reported a position in FIX in Q2 2023 and has held it in 4 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

GoalVest Advisory held 22 shares of Comfort Systems worth $43.6K as of Q2 2026.
GoalVest Advisory left its Comfort Systems share count unchanged in Q2 2026.
Comfort Systems made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #223 holding.
GoalVest Advisory first reported a position in Comfort Systems in Q2 2023 and has held it in 4 quarters since.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.