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OneDigital Investment Advisors’s Comfort Systems FIX Stock Holding History

OneDigital 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
Q2 		$2.04M Buy
1,031
+350
+51% +$635K 0.02% 499
2026
Q1 		$939K Sell
681
-408
-37% -$518K 0.01% 704
2025
Q4 		$1.02M Sell
1,089
-284
-21% -$262K 0.01% 674
2025
Q3 		$1.13M Sell
1,373
-50
-4% -$33.9K 0.01% 612
2025
Q2 		$763K Buy
1,423
+121
+9% +$52.7K 0.01% 734
2025
Q1 		$420K Sell
1,302
-414
-24% -$167K 0.01% 926
2024
Q4 		$728K Sell
1,716
-196
-10% -$86.1K 0.01% 741
2024
Q3 		$746K Buy
1,912
+34
+2% +$11.2K 0.01% 768
2024
Q2 		$571K Buy
+1,878
New +$597K 0.01% 843
2019
Q1 		– Sell
-346
Closed -$15K – 1144
2018
Q4 		$15K Hold
346
– – ﹤0.01% 760
2018
Q3 		$20K Sell
346
-156
-31% -$8.36K ﹤0.01% 662
2018
Q2 		$23K Hold
502
– – ﹤0.01% 761
2018
Q1 		$21K Hold
502
– – ﹤0.01% 800
2017
Q4 		$22K Buy
502
+77
+18% +$3.15K ﹤0.01% 768
2017
Q3 		$15K Buy
+425
New +$14.7K 0.01% 724

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

OneDigital Investment Advisors's FIX Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Comfort Systems (FIX) stake by 51% in Q2 2026, buying an estimated $635K and bringing the position to 1,031 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #499.

OneDigital Investment Advisors first reported a position in FIX in Q3 2017 and has held it in 15 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • OneDigital Investment Advisors held 1,031 shares of Comfort Systems worth $2.04M as of Q2 2026.
  • OneDigital Investment Advisors bought 350 Comfort Systems shares in Q2 2026, an estimated $635K.
  • Comfort Systems made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #499 holding.
  • OneDigital Investment Advisors first reported a position in Comfort Systems in Q3 2017 and has held it in 15 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.