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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
Q2 		$4.75M Buy
2,412
+85
+4% +$154K 0.27% 80
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 $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

Plato Investment Management's FIX Position: Q2 2026 in Review

Plato Investment Management increased its Comfort Systems (FIX) stake by 3.7% in Q2 2026, buying an estimated $154K and bringing the position to 2,412 shares worth $4.75M. The position accounts for 0.27% of the portfolio, ranked #80.

Plato Investment Management first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. 1,351 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Plato Investment Management held 2,412 shares of Comfort Systems worth $4.75M as of Q2 2026.
  • Plato Investment Management bought 85 Comfort Systems shares in Q2 2026, an estimated $154K.
  • Comfort Systems made up 0.27% of Plato Investment Management's portfolio in Q2 2026, its #80 holding.
  • Plato Investment Management first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.