Ray Dalio
FIX icon

Ray Dalio’s Comfort Systems FIX Stock Holding History

Ray Dalio’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 		$119M Buy
86,462
+18,263
+27% +$23.2M 0.53% 30
2025
Q4 		$63.6M Buy
68,199
+16,116
+31% +$14.9M 0.23% 70
2025
Q3 		$43M Buy
52,083
+39,837
+325% +$27M 0.17% 94
2025
Q2 		$6.57M Sell
12,246
-115,233
-90% -$50.2M 0.03% 302
2025
Q1 		$41.1M Buy
127,479
+26,546
+26% +$10.7M 0.19% 108
2024
Q4 		$42.8M Buy
100,933
+85,215
+542% +$37.4M 0.2% 96
2024
Q3 		$6.14M Buy
15,718
+5,442
+53% +$1.79M 0.03% 344
2024
Q2 		$3.13M Buy
+10,276
New +$3.27M 0.02% 448
2024
Q1 		– Sell
-7,854
Closed -$1.62M – 732
2023
Q4 		$1.62M Buy
7,854
+632
+9% +$117K 0.01% 556
2023
Q3 		$1.23M Buy
+7,222
New +$1.27M 0.01% 579

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

Ray Dalio's FIX Position: Q1 2026 in Review

Ray Dalio increased its Comfort Systems (FIX) stake by 27% in Q1 2026, buying an estimated $23.2M and bringing the position to 86,462 shares worth $119M. The position accounts for 0.53% of the portfolio, ranked #30.

Ray Dalio first reported a position in FIX in Q3 2023 and has held it in 10 quarters since. 1,199 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Ray Dalio held 86,462 shares of Comfort Systems worth $119M as of Q1 2026.
  • Ray Dalio bought 18,263 Comfort Systems shares in Q1 2026, an estimated $23.2M.
  • Comfort Systems made up 0.53% of Ray Dalio's portfolio in Q1 2026, its #30 holding.
  • Ray Dalio first reported a position in Comfort Systems in Q3 2023 and has held it in 10 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.