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Havemeyer Place’s Comfort Systems FIX Stock Holding History

Havemeyer Place’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 		$2.06M Sell
1,037
-2,848
-73% -$5.17M 0.2% 172
2026
Q1 		$5.36M Buy
3,885
+3,673
+1,733% +$4.66M 0.62% 20
2025
Q4 		$198K Buy
+212
New +$196K 0.04% 427

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 $3.37T AUM 44.26% 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

Havemeyer Place's FIX Position: Q2 2026 in Review

Havemeyer Place reduced its Comfort Systems (FIX) stake by 73% in Q2 2026, selling an estimated $5.17M and leaving 1,037 shares worth $2.06M. The position accounts for 0.2% of the portfolio, ranked #172.

Havemeyer Place first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.36M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Havemeyer Place held 1,037 shares of Comfort Systems worth $2.06M as of Q2 2026.
  • Havemeyer Place sold 2,848 Comfort Systems shares in Q2 2026, an estimated $5.17M.
  • Comfort Systems made up 0.2% of Havemeyer Place's portfolio in Q2 2026, its #172 holding.
  • Havemeyer Place first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's Comfort Systems position peaked at $5.36M in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.