OF
FIX icon

Optimize Financial’s Comfort Systems FIX Stock Holding History

Optimize Financial’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 		$364K Sell
264
-187
-41% -$237K 0.18% 217
2025
Q4 		$421K Buy
451
+4
+0.9% +$3.69K 0.21% 198
2025
Q3 		$369K Sell
447
-210
-32% -$142K 0.19% 227
2025
Q2 		$352K Sell
657
-4
-0.6% -$1.74K 0.22% 145
2025
Q1 		$213K Buy
661
+11
+2% +$4.44K 0.15% 188
2024
Q4 		$276K Buy
+650
New +$285K 0.21% 150

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Optimize Financial's FIX Position: Q1 2026 in Review

Optimize Financial reduced its Comfort Systems (FIX) stake by 41% in Q1 2026, selling an estimated $237K and leaving 264 shares worth $364K. The position accounts for 0.18% of the portfolio, ranked #217.

Optimize Financial first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $421K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Optimize Financial held 264 shares of Comfort Systems worth $364K as of Q1 2026.
  • Optimize Financial sold 187 Comfort Systems shares in Q1 2026, an estimated $237K.
  • Comfort Systems made up 0.18% of Optimize Financial's portfolio in Q1 2026, its #217 holding.
  • Optimize Financial first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Comfort Systems position peaked at $421K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.