Marietta Investment Partners’s Comfort Systems FIX Stock Holding History

Marietta Investment 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	$8.09M	Buy	4,083 +344	+9%	+$624K	1.39%	21
2026 Q1	$5.16M	Sell	3,739 -10	-0.3%	-$12.7K	1.03%	31
2025 Q4	$3.5M	Buy	3,749 +390	+12%	+$360K	0.69%	44
2025 Q3	$2.77M	Buy	3,359 +1,750	+109%	+$1.19M	0.53%	52
2025 Q2	$863K	Buy	+1,609	New	+$701K	0.19%	97

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marietta Investment Partners's FIX Position: Q2 2026 in Review

Marietta Investment Partners increased its Comfort Systems (FIX) stake by 9.2% in Q2 2026, buying an estimated $624K and bringing the position to 4,083 shares worth $8.09M. The position accounts for 1.39% of the portfolio, ranked #21.

Marietta Investment Partners first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,184 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Marietta Investment Partners held 4,083 shares of Comfort Systems worth $8.09M as of Q2 2026.
Marietta Investment Partners bought 344 Comfort Systems shares in Q2 2026, an estimated $624K.
Comfort Systems made up 1.39% of Marietta Investment Partners's portfolio in Q2 2026, its #21 holding.
Marietta Investment Partners first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
1,184 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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