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Kennedy Capital Management’s Comfort Systems FIX Stock Holding History

Kennedy 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
Q2 		– Sell
-2,594
Closed -$3.58M – 559
2026
Q1 		$3.58M Sell
2,594
-5,217
-67% -$6.62M 0.08% 351
2025
Q4 		$7.29M Sell
7,811
-2,905
-27% -$2.68M 0.15% 214
2025
Q3 		$8.84M Sell
10,716
-7,539
-41% -$5.11M 0.2% 186
2025
Q2 		$9.79M Buy
18,255
+311
+2% +$135K 0.23% 143
2025
Q1 		$5.78M Sell
17,944
-1,386
-7% -$559K 0.14% 258
2024
Q4 		$8.2M Sell
19,330
-261
-1% -$115K 0.18% 180
2024
Q3 		$7.65M Sell
19,591
-3,178
-14% -$1.05M 0.17% 214
2024
Q2 		$6.92M Sell
22,769
-1,704
-7% -$542K 0.15% 231
2024
Q1 		$7.78M Sell
24,473
-12,167
-33% -$3.11M 0.16% 227
2023
Q4 		$7.54M Sell
36,640
-2,002
-5% -$370K 0.16% 222
2023
Q3 		$6.58M Buy
38,642
+1,364
+4% +$239K 0.16% 234
2023
Q2 		$6.12M Buy
+37,278
New +$5.54M 0.14% 256
2015
Q3 		– Sell
-109,498
Closed -$2.51M – 726
2015
Q2 		$2.51M Sell
109,498
-24,578
-18% -$540K 0.05% 549
2015
Q1 		$2.82M Buy
134,076
+249
+0.2% +$4.44K 0.05% 522
2014
Q4 		$2.29M Sell
133,827
-22,127
-14% -$333K 0.04% 554
2014
Q3 		$2.11M Sell
155,954
-56,219
-26% -$847K 0.04% 553
2014
Q2 		$3.35M Buy
212,173
+12,509
+6% +$196K 0.06% 450
2014
Q1 		$3.04M Buy
199,664
+28,990
+17% +$495K 0.06% 463
2013
Q4 		$3.31M Buy
170,674
+57,181
+50% +$1.08M 0.06% 461
2013
Q3 		$1.91M Hold
113,493
– – 0.04% 553
2013
Q2 		$1.69M Buy
+113,493
New +$1.54M 0.03% 562

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

Kennedy Capital Management's FIX Position: Q2 2026 in Review

Kennedy Capital Management sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 2,594 shares — an estimated $3.58M sold.

Kennedy Capital Management first reported a position in FIX in Q2 2013 and held it in 21 quarters. The position peaked at $9.79M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Kennedy Capital Management reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Kennedy Capital Management sold 2,594 Comfort Systems shares in Q2 2026, an estimated $3.58M.
  • Kennedy Capital Management first reported a position in Comfort Systems in Q2 2013 and held it in 21 quarters.
  • Kennedy Capital Management's Comfort Systems position peaked at $9.79M in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.