Innovative Asset Advisors Group’s Comfort Systems FIX Stock Holding History

Innovative Asset Advisors Group’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	–	Sell	-1	Closed	-$1.38K	–	550
2026 Q1	$1.38K	Buy	+1	New	+$1.27K	﹤0.01%	947

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Asset Advisors Group's FIX Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 1 share — an estimated $1.38K sold.

Innovative Asset Advisors Group first reported a position in FIX in Q1 2026 and held it in 1 quarter. The position peaked at $1.38K in Q1 2026. 1,268 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 1 Comfort Systems share in Q2 2026, an estimated $1.38K.
Innovative Asset Advisors Group first reported a position in Comfort Systems in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Comfort Systems position peaked at $1.38K in Q1 2026.
1,268 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.