Optima Capital’s Comfort Systems FIX Stock Holding History

Optima Capital’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	-1	Closed	-$933	–	561
2025 Q4	$933	Buy	+1	New	+$923	﹤0.01%	970

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

Optima Capital's FIX Position: Q1 2026 in Review

Optima Capital sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 1 share — an estimated $933 sold.

Optima Capital first reported a position in FIX in Q4 2025 and held it in 1 quarter. The position peaked at $933 in Q4 2025. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Optima Capital reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 Comfort Systems share in Q1 2026, an estimated $933.
Optima Capital first reported a position in Comfort Systems in Q4 2025 and held it in 1 quarter.
Optima Capital's Comfort Systems position peaked at $933 in Q4 2025.
1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.