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Mount Yale Investment Advisors’s Comfort Systems FIX Stock Holding History

Mount Yale Investment 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
Q1 		$433K Buy
314
+54
+21% +$68.6K 0.01% 767
2025
Q4 		$243K Sell
260
-107
-29% -$98.8K 0.01% 645
2025
Q3 		$303K Buy
367
+239
+187% +$162K 0.02% 520
2025
Q2 		$68.6K Buy
+128
New +$55.8K 0.01% 728
2024
Q3 		– Sell
-896
Closed -$273K – 567
2024
Q2 		$273K Sell
896
-8
-0.9% -$2.54K 0.02% 455
2024
Q1 		$287K Sell
904
-447
-33% -$114K 0.02% 461
2023
Q4 		$278K Sell
1,351
-12
-0.9% -$2.22K 0.03% 430
2023
Q3 		$232K Sell
1,363
-339
-20% -$59.5K 0.03% 448
2023
Q2 		$279K Sell
1,702
-384
-18% -$57.1K 0.03% 405
2023
Q1 		$304K Sell
2,086
-559
-21% -$72.5K 0.03% 373
2022
Q4 		$304K Buy
2,645
+39
+1% +$4.54K 0.03% 352
2022
Q3 		$254K Sell
2,606
-450
-15% -$44.1K 0.03% 372
2022
Q2 		$254K Buy
+3,056
New +$263K 0.03% 392
2018
Q4 		– Sell
-1,975
Closed -$116K – 476
2018
Q3 		$116K Sell
1,975
-387
-16% -$20.7K 0.02% 393
2018
Q2 		$108K Sell
2,362
-185
-7% -$8.25K 0.02% 435
2018
Q1 		$105K Buy
+2,547
New +$107K 0.02% 435

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's FIX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Comfort Systems (FIX) stake by 21% in Q1 2026, buying an estimated $68.6K and bringing the position to 314 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #767.

Mount Yale Investment Advisors first reported a position in FIX in Q1 2018 and has held it in 16 quarters since. 1,199 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Mount Yale Investment Advisors held 314 shares of Comfort Systems worth $433K as of Q1 2026.
  • Mount Yale Investment Advisors bought 54 Comfort Systems shares in Q1 2026, an estimated $68.6K.
  • Comfort Systems made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #767 holding.
  • Mount Yale Investment Advisors first reported a position in Comfort Systems in Q1 2018 and has held it in 16 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.