InceptionR’s Comfort Systems FIX Stock Holding History

InceptionR’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	–	Sell	-479	Closed	-$447K	–	735
2025 Q4	$447K	Sell	479 -166	-26%	-$153K	0.12%	309
2025 Q3	$532K	Buy	645 +107	+20%	+$72.5K	0.13%	290
2025 Q2	$288K	Buy	+538	New	+$234K	0.07%	457
2025 Q1	–	Sell	-2,417	Closed	-$1.02M	–	650
2024 Q4	$1.02M	Buy	+2,417	New	+$1.06M	0.23%	153
2024 Q3	–	Sell	-668	Closed	-$203K	–	714
2024 Q2	$203K	Sell	668 -2,273	-77%	-$723K	0.06%	517
2024 Q1	$934K	Buy	+2,941	New	+$751K	0.24%	153
2023 Q4	–	Sell	-1,628	Closed	-$277K	–	415
2023 Q3	$277K	Buy	+1,628	New	+$286K	0.16%	278
2023 Q1	–	Sell	-4,717	Closed	-$543K	–	481
2022 Q4	$543K	Buy	+4,717	New	+$549K	0.29%	137

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

InceptionR's FIX Position: Q1 2026 in Review

InceptionR sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 479 shares — an estimated $447K sold.

InceptionR first reported a position in FIX in Q4 2022 and held it in 8 quarters. The position peaked at $1.02M in Q4 2024. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

InceptionR reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
InceptionR sold 479 Comfort Systems shares in Q1 2026, an estimated $447K.
InceptionR first reported a position in Comfort Systems in Q4 2022 and held it in 8 quarters.
InceptionR's Comfort Systems position peaked at $1.02M in Q4 2024.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.