Lido Advisors
FIX icon

Lido Advisors’s Comfort Systems FIX Stock Holding History

Lido Advisors’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 		$2.57M Buy
1,297
+391
+43% +$709K 0.01% 712
2026
Q1 		$1.25M Buy
906
+132
+17% +$168K ﹤0.01% 877
2025
Q4 		$681K Buy
774
+322
+71% +$297K ﹤0.01% 1163
2025
Q3 		$373K Buy
+452
New +$306K ﹤0.01% 1378
2024
Q3 		– Sell
-1,456
Closed -$443K – 1497
2024
Q2 		$443K Sell
1,456
-120
-8% -$38.1K ﹤0.01% 966
2024
Q1 		$501K Buy
1,576
+55
+4% +$14.1K ﹤0.01% 903
2023
Q4 		$313K Buy
+1,521
New +$281K ﹤0.01% 1019
2023
Q1 		– Sell
-4,137
Closed -$476K – 1185
2022
Q4 		$476K Buy
4,137
+301
+8% +$35K 0.01% 607
2022
Q3 		$373K Buy
+3,836
New +$376K ﹤0.01% 649
2022
Q2 		– Sell
-4,177
Closed -$371K – 984
2022
Q1 		$371K Buy
+4,177
New +$375K ﹤0.01% 735

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

Lido Advisors's FIX Position: Q2 2026 in Review

Lido Advisors increased its Comfort Systems (FIX) stake by 43% in Q2 2026, buying an estimated $709K and bringing the position to 1,297 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #712.

Lido Advisors first reported a position in FIX in Q1 2022 and has held it in 10 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Lido Advisors held 1,297 shares of Comfort Systems worth $2.57M as of Q2 2026.
  • Lido Advisors bought 391 Comfort Systems shares in Q2 2026, an estimated $709K.
  • Comfort Systems made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #712 holding.
  • Lido Advisors first reported a position in Comfort Systems in Q1 2022 and has held it in 10 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.