Oak Harvest Investment Services’s Comfort Systems FIX Stock Holding History

Oak Harvest Investment Services’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	$6.25M	Sell	3,151 -2,422	-43%	-$4.39M	0.58%	62
2026 Q1	$7.69M	Sell	5,573 -626	-10%	-$795K	0.8%	45
2025 Q4	$5.79M	Buy	6,199 +443	+8%	+$409K	0.63%	55
2025 Q3	$4.75M	Sell	5,756 -357	-6%	-$242K	0.55%	58
2025 Q2	$3.28M	Buy	+6,113	New	+$2.66M	0.41%	74

Other funds holding FIX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Oak Harvest Investment Services's FIX Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Comfort Systems (FIX) stake by 43% in Q2 2026, selling an estimated $4.39M and leaving 3,151 shares worth $6.25M. The position accounts for 0.58% of the portfolio, ranked #62.

Oak Harvest Investment Services first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.69M in Q1 2026. 359 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Oak Harvest Investment Services held 3,151 shares of Comfort Systems worth $6.25M as of Q2 2026.
Oak Harvest Investment Services sold 2,422 Comfort Systems shares in Q2 2026, an estimated $4.39M.
Comfort Systems made up 0.58% of Oak Harvest Investment Services's portfolio in Q2 2026, its #62 holding.
Oak Harvest Investment Services first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
Oak Harvest Investment Services's Comfort Systems position peaked at $7.69M in Q1 2026.
359 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.