PIM
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Plato Investment Management’s Comfort Systems FIX Stock Holding History

Plato Investment Management’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 		$3.21M Buy
2,327
+147
+7% +$187K 0.22% 106
2025
Q4 		$2.04M Buy
+2,180
New +$2.01M 0.13% 160
2025
Q2 		– Sell
-11
Closed -$3.58K – 538
2025
Q1 		$3.58K Sell
11
-778
-99% -$314K ﹤0.01% 504
2024
Q4 		$336K Buy
+789
New +$346K 0.02% 381

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Plato Investment Management's FIX Position: Q1 2026 in Review

Plato Investment Management increased its Comfort Systems (FIX) stake by 6.7% in Q1 2026, buying an estimated $187K and bringing the position to 2,327 shares worth $3.21M. The position accounts for 0.22% of the portfolio, ranked #106.

Plato Investment Management first reported a position in FIX in Q4 2024 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Plato Investment Management held 2,327 shares of Comfort Systems worth $3.21M as of Q1 2026.
  • Plato Investment Management bought 147 Comfort Systems shares in Q1 2026, an estimated $187K.
  • Comfort Systems made up 0.22% of Plato Investment Management's portfolio in Q1 2026, its #106 holding.
  • Plato Investment Management first reported a position in Comfort Systems in Q4 2024 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.