IC
FIX icon

IEQ Capital’s Comfort Systems FIX Stock Holding History

IEQ 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
Q2 		$141M Sell
71,032
-18,833
-21% -$34.2M 0.65% 22
2026
Q1 		$124M Buy
89,865
+6,940
+8% +$8.81M 0.58% 24
2025
Q4 		$77.4M Buy
82,925
+19,889
+32% +$18.4M 0.23% 47
2025
Q3 		$52M Buy
63,036
+9,267
+17% +$6.28M 0.16% 65
2025
Q2 		$28.8M Buy
53,769
+31,124
+137% +$13.6M 0.18% 77
2025
Q1 		$7.3M Buy
22,645
+8,283
+58% +$3.34M 0.06% 249
2024
Q4 		$6.09M Buy
14,362
+12,422
+640% +$5.45M 0.06% 233
2024
Q3 		$757K Buy
+1,940
New +$639K 0.01% 624

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

IEQ Capital's FIX Position: Q2 2026 in Review

IEQ Capital reduced its Comfort Systems (FIX) stake by 21% in Q2 2026, selling an estimated $34.2M and leaving 71,032 shares worth $141M. The position accounts for 0.65% of the portfolio, ranked #22.

IEQ Capital first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • IEQ Capital held 71,032 shares of Comfort Systems worth $141M as of Q2 2026.
  • IEQ Capital sold 18,833 Comfort Systems shares in Q2 2026, an estimated $34.2M.
  • Comfort Systems made up 0.65% of IEQ Capital's portfolio in Q2 2026, its #22 holding.
  • IEQ Capital first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.