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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
Q1 		– Sell
-100
Closed -$93.3K – 528
2025
Q4 		$93.3K Buy
+100
New +$92.3K 0.01% 496

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Perennial Investment Advisors's FIX Position: Q1 2026 in Review

Perennial Investment Advisors sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 224 shares — an estimated $209K sold.

Perennial Investment Advisors first reported a position in FIX in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Perennial Investment Advisors reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • Perennial Investment Advisors sold 224 Comfort Systems shares in Q1 2026, an estimated $209K.
  • Perennial Investment Advisors first reported a position in Comfort Systems in Q4 2025 and held it in 1 quarter.
  • Perennial Investment Advisors's Comfort Systems position peaked at $209K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.