RS
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R Squared’s Comfort Systems FIX Stock Holding History

R Squared’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 		$503K Sell
365
-430
-54% -$546K 0.28% 95
2025
Q4 		$742K Buy
795
+50
+7% +$46.2K 0.35% 58
2025
Q3 		$615K Buy
745
+239
+47% +$162K 0.26% 106
2025
Q2 		$271K Sell
506
-274
-35% -$119K 0.15% 242
2025
Q1 		$251K Buy
780
+240
+44% +$96.8K 0.27% 155
2024
Q4 		$229K Buy
+540
New +$237K 0.22% 89

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

R Squared's FIX Position: Q1 2026 in Review

R Squared reduced its Comfort Systems (FIX) stake by 54% in Q1 2026, selling an estimated $546K and leaving 365 shares worth $503K. The position accounts for 0.28% of the portfolio, ranked #95.

R Squared first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $742K in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • R Squared held 365 shares of Comfort Systems worth $503K as of Q1 2026.
  • R Squared sold 430 Comfort Systems shares in Q1 2026, an estimated $546K.
  • Comfort Systems made up 0.28% of R Squared's portfolio in Q1 2026, its #95 holding.
  • R Squared first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • R Squared's Comfort Systems position peaked at $742K in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.