L2 Asset Management’s Comfort Systems FIX Stock Holding History

L2 Asset 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	$1.01M	Sell	508 -994	-66%	-$1.8M	0.1%	165
2026 Q1	$2.07M	Sell	1,502 -18	-1%	-$22.9K	0.2%	103
2025 Q4	$1.42M	Sell	1,520 -202	-12%	-$186K	0.19%	104
2025 Q3	$1.42M	Sell	1,722 -412	-19%	-$279K	0.21%	105
2025 Q2	$1.14M	Buy	2,134 +299	+16%	+$130K	0.19%	103
2025 Q1	$591K	Buy	1,835 +922	+101%	+$372K	0.12%	136
2024 Q4	$387K	Sell	913 -35	-4%	-$15.4K	0.08%	156
2024 Q3	$370K	Buy	948 +241	+34%	+$79.4K	0.1%	142
2024 Q2	$215K	Buy	+707	New	+$225K	0.06%	202

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

L2 Asset Management's FIX Position: Q2 2026 in Review

L2 Asset Management reduced its Comfort Systems (FIX) stake by 66% in Q2 2026, selling an estimated $1.8M and leaving 508 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #165.

L2 Asset Management first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

L2 Asset Management held 508 shares of Comfort Systems worth $1.01M as of Q2 2026.
L2 Asset Management sold 994 Comfort Systems shares in Q2 2026, an estimated $1.8M.
Comfort Systems made up 0.1% of L2 Asset Management's portfolio in Q2 2026, its #165 holding.
L2 Asset Management first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
L2 Asset Management's Comfort Systems position peaked at $2.07M in Q1 2026.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.