ORI
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Oak Ridge Investments’s Comfort Systems FIX Stock Holding History

Oak Ridge Investments’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 		$918K Buy
463
+35
+8% +$63.5K 0.05% 128
2026
Q1 		$590K Buy
+428
New +$543K 0.04% 146

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

Oak Ridge Investments's FIX Position: Q2 2026 in Review

Oak Ridge Investments increased its Comfort Systems (FIX) stake by 8.2% in Q2 2026, buying an estimated $63.5K and bringing the position to 463 shares worth $918K. The position accounts for 0.05% of the portfolio, ranked #128.

Oak Ridge Investments first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Oak Ridge Investments held 463 shares of Comfort Systems worth $918K as of Q2 2026.
  • Oak Ridge Investments bought 35 Comfort Systems shares in Q2 2026, an estimated $63.5K.
  • Comfort Systems made up 0.05% of Oak Ridge Investments's portfolio in Q2 2026, its #128 holding.
  • Oak Ridge Investments first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.