Private Advisory Group’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.69M Buy
1,357
+167
+14% +$303K 0.15% 125
2026
Q1
$1.64M Sell
1,190
-104
-8% -$132K 0.11% 134
2025
Q4
$1.21M Sell
1,294
-409
-24% -$378K 0.09% 112
2025
Q3
$1.41M Buy
+1,703
New +$1.15M 0.12% 106
2025
Q1
Sell
-2,294
Closed -$973K 215
2024
Q4
$973K Buy
+2,294
New +$1.01M 0.11% 118
2024
Q3
Sell
-2,652
Closed -$807K 204
2024
Q2
$807K Sell
2,652
-311
-10% -$98.9K 0.11% 122
2024
Q1
$941K Sell
2,963
-1,166
-28% -$298K 0.13% 102
2023
Q4
$849K Sell
4,129
-187
-4% -$34.6K 0.15% 110
2023
Q3
$735K Sell
4,316
-128
-3% -$22.5K 0.15% 120
2023
Q2
$730K Buy
+4,444
New +$661K 0.14% 125

Other funds holding FIX

Private Advisory Group's FIX Position: Q2 2026 in Review

Private Advisory Group increased its Comfort Systems (FIX) stake by 14% in Q2 2026, buying an estimated $303K and bringing the position to 1,357 shares worth $2.69M. The position accounts for 0.15% of the portfolio, ranked #125.

Private Advisory Group first reported a position in FIX in Q2 2023 and has held it in 10 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Private Advisory Group held 1,357 shares of Comfort Systems worth $2.69M as of Q2 2026.
  • Private Advisory Group bought 167 Comfort Systems shares in Q2 2026, an estimated $303K.
  • Comfort Systems made up 0.15% of Private Advisory Group's portfolio in Q2 2026, its #125 holding.
  • Private Advisory Group first reported a position in Comfort Systems in Q2 2023 and has held it in 10 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.