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Montag & Associates’s Comfort Systems FIX Stock Holding History

Montag & Associates’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
Q1 		$2.22K Hold
2
– – ﹤0.01% 841
2025
Q4 		$1.5K Buy
2
+1
+100% +$923 ﹤0.01% 890
2025
Q3 		$1.04K Buy
+1
New +$678 ﹤0.01% 1011

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Montag & Associates's FIX Position: Q1 2026 in Review

Montag & Associates held its Comfort Systems (FIX) position steady in Q1 2026 at 2 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Montag & Associates first reported a position in FIX in Q3 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Montag & Associates held 2 shares of Comfort Systems worth $2.22K as of Q1 2026.
  • Montag & Associates left its Comfort Systems share count unchanged in Q1 2026.
  • Comfort Systems made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #841 holding.
  • Montag & Associates first reported a position in Comfort Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.