Kovitz Investment Group Partners
FIX icon

Kovitz Investment Group Partners’s Comfort Systems FIX Stock Holding History

Kovitz Investment Group Partners’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 		$25.4M Sell
12,840
-938
-7% -$1.7M 0.56% 45
2026
Q1 		$19M Buy
13,778
+13,357
+3,173% +$17M 0.44% 58
2025
Q4 		$393K Sell
421
-16,353
-97% -$15.1M 0.01% 413
2025
Q3 		$13.8M Sell
16,774
-1,888
-10% -$1.28M 0.05% 268
2025
Q2 		$10M Buy
18,662
+6,706
+56% +$2.92M 0.04% 308
2025
Q1 		$3.85M Buy
11,956
+11,385
+1,994% +$4.59M 0.02% 447
2024
Q4 		$242K Buy
+571
New +$251K ﹤0.01% 1108

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's FIX Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Comfort Systems (FIX) stake by 6.8% in Q2 2026, selling an estimated $1.7M and leaving 12,840 shares worth $25.4M. The position accounts for 0.56% of the portfolio, ranked #45.

Kovitz Investment Group Partners first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Kovitz Investment Group Partners held 12,840 shares of Comfort Systems worth $25.4M as of Q2 2026.
  • Kovitz Investment Group Partners sold 938 Comfort Systems shares in Q2 2026, an estimated $1.7M.
  • Comfort Systems made up 0.56% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #45 holding.
  • Kovitz Investment Group Partners first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.