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Oppenheimer & Co’s Comfort Systems FIX Stock Holding History

Oppenheimer & Co’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 		$546K Buy
396
+3
+0.8% +$3.81K 0.01% 1156
2025
Q4 		$367K Sell
393
-10
-2% -$9.23K 0.01% 1200
2025
Q3 		$333K Hold
403
– – ﹤0.01% 1338
2025
Q2 		$216K Buy
+403
New +$176K ﹤0.01% 1473
2024
Q4 		– Sell
-658
Closed -$257K – 1588
2024
Q3 		$257K Buy
+658
New +$217K ﹤0.01% 1309

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Oppenheimer & Co's FIX Position: Q1 2026 in Review

Oppenheimer & Co increased its Comfort Systems (FIX) stake by 0.76% in Q1 2026, buying an estimated $3.81K and bringing the position to 396 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #1156.

Oppenheimer & Co first reported a position in FIX in Q3 2024 and has held it in 5 quarters since. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Oppenheimer & Co held 396 shares of Comfort Systems worth $546K as of Q1 2026.
  • Oppenheimer & Co bought 3 Comfort Systems shares in Q1 2026, an estimated $3.81K.
  • Comfort Systems made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1156 holding.
  • Oppenheimer & Co first reported a position in Comfort Systems in Q3 2024 and has held it in 5 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.