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Lifestyle Asset Management’s Comfort Systems FIX Stock Holding History

Lifestyle 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 		$4.3M Sell
2,170
-605
-22% -$1.1M 1.16% 21
2026
Q1 		$3.83M Sell
2,775
-271
-9% -$344K 1.25% 16
2025
Q4 		$2.84M Sell
3,046
-325
-10% -$300K 0.92% 29
2025
Q3 		$2.78M Sell
3,371
-505
-13% -$342K 0.95% 20
2025
Q2 		$2.08M Buy
3,876
+2,940
+314% +$1.28M 0.97% 20
2025
Q1 		$302K Buy
936
+18
+2% +$7.26K 0.17% 78
2024
Q4 		$389K Sell
918
-94
-9% -$41.3K 0.21% 64
2024
Q3 		$395K Sell
1,012
-95
-9% -$31.3K 0.22% 60
2024
Q2 		$337K Buy
1,107
+97
+10% +$30.8K 0.19% 64
2024
Q1 		$321K Sell
1,010
-67
-6% -$17.1K 0.19% 58
2023
Q4 		$222K Buy
+1,077
New +$199K 0.12% 80

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

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

Lifestyle Asset Management reduced its Comfort Systems (FIX) stake by 22% in Q2 2026, selling an estimated $1.1M and leaving 2,170 shares worth $4.3M. The position accounts for 1.16% of the portfolio, ranked #21.

Lifestyle Asset Management first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Lifestyle Asset Management held 2,170 shares of Comfort Systems worth $4.3M as of Q2 2026.
  • Lifestyle Asset Management sold 605 Comfort Systems shares in Q2 2026, an estimated $1.1M.
  • Comfort Systems made up 1.16% of Lifestyle Asset Management's portfolio in Q2 2026, its #21 holding.
  • Lifestyle Asset Management first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.