KCM
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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
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 $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

Kennedy Capital Management's FIX Position: Q1 2026 in Review

Kennedy Capital Management reduced its Comfort Systems (FIX) stake by 67% in Q1 2026, selling an estimated $6.62M and leaving 2,594 shares worth $3.58M. The position accounts for 0.08% of the portfolio, ranked #351.

Kennedy Capital Management first reported a position in FIX in Q2 2013 and has held it in 21 quarters since. The position peaked at $9.79M in Q2 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Kennedy Capital Management held 2,594 shares of Comfort Systems worth $3.58M as of Q1 2026.
  • Kennedy Capital Management sold 5,217 Comfort Systems shares in Q1 2026, an estimated $6.62M.
  • Comfort Systems made up 0.08% of Kennedy Capital Management's portfolio in Q1 2026, its #351 holding.
  • Kennedy Capital Management first reported a position in Comfort Systems in Q2 2013 and has held it in 21 quarters since.
  • Kennedy Capital Management's Comfort Systems position peaked at $9.79M in Q2 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.