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
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

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's FIX Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Comfort Systems (FIX) stake by 3,173% in Q1 2026, buying an estimated $17M and bringing the position to 13,778 shares worth $19M. The position accounts for 0.44% of the portfolio, ranked #58.

Kovitz Investment Group Partners first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. 1,199 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Kovitz Investment Group Partners held 13,778 shares of Comfort Systems worth $19M as of Q1 2026.
  • Kovitz Investment Group Partners bought 13,357 Comfort Systems shares in Q1 2026, an estimated $17M.
  • Comfort Systems made up 0.44% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #58 holding.
  • Kovitz Investment Group Partners first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.