O'Neil Global Advisors’s Comfort Systems FIX Stock Holding History

O'Neil Global 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	–	Sell	-570	Closed	-$532K	–	23
2025 Q4	$532K	Sell	570 -483	-46%	-$446K	0.18%	41
2025 Q3	$869K	Buy	+1,053	New	+$714K	0.16%	39
2023 Q3	–	Sell	-2,943	Closed	-$483K	–	69
2023 Q2	$483K	Buy	+2,943	New	+$438K	0.1%	52

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

O'Neil Global Advisors's FIX Position: Q1 2026 in Review

O'Neil Global Advisors sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 570 shares — an estimated $532K sold.

O'Neil Global Advisors first reported a position in FIX in Q2 2023 and held it in 3 quarters. The position peaked at $869K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

O'Neil Global Advisors reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
O'Neil Global Advisors sold 570 Comfort Systems shares in Q1 2026, an estimated $532K.
O'Neil Global Advisors first reported a position in Comfort Systems in Q2 2023 and held it in 3 quarters.
O'Neil Global Advisors's Comfort Systems position peaked at $869K in Q3 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.