ONGA
FIX icon

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
Q2 		$2.93M Buy
+1,479
New +$2.68M 0.66% 29
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
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

O'Neil Global Advisors's FIX Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Comfort Systems (FIX) in Q2 2026: 1,479 shares worth $2.93M. The stake represents 0.66% of the portfolio and ranks #29 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in FIX as recently as Q4 2025.

O'Neil Global Advisors first reported a position in FIX in Q2 2023 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • O'Neil Global Advisors held 1,479 shares of Comfort Systems worth $2.93M as of Q2 2026.
  • Comfort Systems was a new O'Neil Global Advisors position in Q2 2026.
  • Comfort Systems made up 0.66% of O'Neil Global Advisors's portfolio in Q2 2026, its #29 holding.
  • O'Neil Global Advisors first reported a position in Comfort Systems in Q2 2023 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.