NAAA
FIX icon

New Age Alpha Advisors’s Comfort Systems FIX Stock Holding History

New Age Alpha 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
Q2 		$4.97M Sell
2,506
-39
-2% -$70.8K 0.21% 111
2026
Q1 		$3.51M Buy
2,545
+330
+15% +$419K 0.16% 181
2025
Q4 		$2.07M Sell
2,215
-4,546
-67% -$4.2M 0.09% 311
2025
Q3 		$5.58M Sell
6,761
-210
-3% -$142K 0.23% 119
2025
Q2 		$3.74M Sell
6,971
-204
-3% -$88.9K 0.16% 176
2025
Q1 		$2.31M Sell
7,175
-547
-7% -$221K 0.1% 285
2024
Q4 		$3.27M Buy
+7,722
New +$3.39M 0.13% 228

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

New Age Alpha Advisors's FIX Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Comfort Systems (FIX) stake by 1.5% in Q2 2026, selling an estimated $70.8K and leaving 2,506 shares worth $4.97M. The position accounts for 0.21% of the portfolio, ranked #111.

New Age Alpha Advisors first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.58M in Q3 2025. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • New Age Alpha Advisors held 2,506 shares of Comfort Systems worth $4.97M as of Q2 2026.
  • New Age Alpha Advisors sold 39 Comfort Systems shares in Q2 2026, an estimated $70.8K.
  • Comfort Systems made up 0.21% of New Age Alpha Advisors's portfolio in Q2 2026, its #111 holding.
  • New Age Alpha Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Comfort Systems position peaked at $5.58M in Q3 2025.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.