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Optimum Investment Advisors’s Comfort Systems FIX Stock Holding History

Optimum Investment 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
2025
Q3 		$2.55M Buy
3,088
+100
+3% +$67.8K 1.01% 19
2025
Q2 		$1.6M Buy
2,988
+25
+0.8% +$10.9K 0.7% 26
2025
Q1 		$955K Sell
2,963
-531
-15% -$214K 0.45% 49
2024
Q4 		$1.48M Sell
3,494
-550
-14% -$241K 0.65% 28
2024
Q3 		$1.58M Sell
4,044
-175
-4% -$57.6K 0.68% 26
2024
Q2 		$1.28M Sell
4,219
-25
-0.6% -$7.95K 0.58% 33
2024
Q1 		$1.35M Sell
4,244
-100
-2% -$25.5K 0.62% 29
2023
Q4 		$893K Buy
4,344
+325
+8% +$60K 0.45% 50
2023
Q3 		$685K Buy
4,019
+629
+19% +$110K 0.35% 68
2023
Q2 		$557K Buy
3,390
+850
+33% +$126K 0.27% 90
2023
Q1 		$371K Buy
2,540
+965
+61% +$125K 0.19% 120
2022
Q4 		$181K Buy
+1,575
New +$183K 0.1% 195

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's FIX Position: Q3 2025 in Review

Optimum Investment Advisors increased its Comfort Systems (FIX) stake by 3.3% in Q3 2025, buying an estimated $67.8K and bringing the position to 3,088 shares worth $2.55M. The position accounts for 1.01% of the portfolio, ranked #19.

Optimum Investment Advisors first reported a position in FIX in Q4 2022 and has held it in 12 quarters since. 885 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

  • Optimum Investment Advisors held 3,088 shares of Comfort Systems worth $2.55M as of Q3 2025.
  • Optimum Investment Advisors bought 100 Comfort Systems shares in Q3 2025, an estimated $67.8K.
  • Comfort Systems made up 1.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #19 holding.
  • Optimum Investment Advisors first reported a position in Comfort Systems in Q4 2022 and has held it in 12 quarters since.
  • 885 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.