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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
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
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
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. 1,171 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.
  • 1,171 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.