OC
FIX icon

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
Q2 		$2.4M Buy
1,211
+815
+206% +$1.48M 0.03% 592
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 $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

Oppenheimer & Co's FIX Position: Q2 2026 in Review

Oppenheimer & Co increased its Comfort Systems (FIX) stake by 206% in Q2 2026, buying an estimated $1.48M and bringing the position to 1,211 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #592.

Oppenheimer & Co first reported a position in FIX in Q3 2024 and has held it in 6 quarters since. 1,351 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Oppenheimer & Co held 1,211 shares of Comfort Systems worth $2.4M as of Q2 2026.
  • Oppenheimer & Co bought 815 Comfort Systems shares in Q2 2026, an estimated $1.48M.
  • Comfort Systems made up 0.03% of Oppenheimer & Co's portfolio in Q2 2026, its #592 holding.
  • Oppenheimer & Co first reported a position in Comfort Systems in Q3 2024 and has held it in 6 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.