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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

IEQ Capital's FIX Position: Q1 2026 in Review

IEQ Capital increased its Comfort Systems (FIX) stake by 8.4% in Q1 2026, buying an estimated $8.81M and bringing the position to 89,865 shares worth $124M. The position accounts for 0.58% of the portfolio, ranked #24.

IEQ Capital first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • IEQ Capital held 89,865 shares of Comfort Systems worth $124M as of Q1 2026.
  • IEQ Capital bought 6,940 Comfort Systems shares in Q1 2026, an estimated $8.81M.
  • Comfort Systems made up 0.58% of IEQ Capital's portfolio in Q1 2026, its #24 holding.
  • IEQ Capital first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.