HMS Capital Management’s Comfort Systems FIX Stock Holding History

HMS Capital Management’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	$1.06M	Sell	768 -525	-41%	-$667K	0.41%	49
2025 Q4	$1.21M	Sell	1,293 -11	-0.8%	-$10.2K	0.5%	43
2025 Q3	$1.08M	Sell	1,304 -49	-4%	-$33.2K	0.45%	49
2025 Q2	$726K	Sell	1,353 -602	-31%	-$262K	0.33%	55
2025 Q1	$610K	Sell	1,955 -19	-1%	-$7.66K	0.34%	57
2024 Q4	$837K	Sell	1,974 -6	-0.3%	-$2.63K	0.4%	52
2024 Q3	$773K	Buy	1,980 +73	+4%	+$24K	0.38%	53
2024 Q2	$580K	Hold	1,907	–	–	0.3%	59
2024 Q1	$606K	Buy	1,907 +115	+6%	+$29.4K	0.34%	59
2023 Q4	$369K	Sell	1,792 -21	-1%	-$3.88K	0.23%	80
2023 Q3	$309K	Sell	1,813 -45	-2%	-$7.9K	0.2%	88
2023 Q2	$305K	Buy	+1,858	New	+$276K	0.19%	94

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

HMS Capital Management's FIX Position: Q1 2026 in Review

HMS Capital Management reduced its Comfort Systems (FIX) stake by 41% in Q1 2026, selling an estimated $667K and leaving 768 shares worth $1.06M. The position accounts for 0.41% of the portfolio, ranked #49.

HMS Capital Management first reported a position in FIX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

HMS Capital Management held 768 shares of Comfort Systems worth $1.06M as of Q1 2026.
HMS Capital Management sold 525 Comfort Systems shares in Q1 2026, an estimated $667K.
Comfort Systems made up 0.41% of HMS Capital Management's portfolio in Q1 2026, its #49 holding.
HMS Capital Management first reported a position in Comfort Systems in Q2 2023 and has held it in 12 quarters since.
HMS Capital Management's Comfort Systems position peaked at $1.21M in Q4 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.