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Perennial Investment Advisors’s Comfort Systems FIX Stock Holding History

Perennial 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
2026
Q2 		$294K Buy
+148
New +$269K 0.02% 444
2026
Q1 		– Sell
-224
Closed -$209K – 529
2025
Q4 		$209K Buy
+224
New +$207K 0.02% 459

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

Perennial Investment Advisors's FIX Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in Comfort Systems (FIX) in Q2 2026: 148 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in FIX as recently as Q4 2025.

Perennial Investment Advisors first reported a position in FIX in Q4 2025 and has held it in 2 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Perennial Investment Advisors held 148 shares of Comfort Systems worth $294K as of Q2 2026.
  • Comfort Systems was a new Perennial Investment Advisors position in Q2 2026.
  • Comfort Systems made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #444 holding.
  • Perennial Investment Advisors first reported a position in Comfort Systems in Q4 2025 and has held it in 2 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.