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
Q2 		$96.1M Sell
48,506
-37,956
-44% -$68.9M 0.39% 41
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
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 $3.38T AUM 44.17% 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

Ray Dalio's FIX Position: Q2 2026 in Review

Ray Dalio reduced its Comfort Systems (FIX) stake by 44% in Q2 2026, selling an estimated $68.9M and leaving 48,506 shares worth $96.1M. The position accounts for 0.39% of the portfolio, ranked #41.

Ray Dalio first reported a position in FIX in Q3 2023 and has held it in 11 quarters since. The position peaked at $119M in Q1 2026. 1,354 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Ray Dalio held 48,506 shares of Comfort Systems worth $96.1M as of Q2 2026.
  • Ray Dalio sold 37,956 Comfort Systems shares in Q2 2026, an estimated $68.9M.
  • Comfort Systems made up 0.39% of Ray Dalio's portfolio in Q2 2026, its #41 holding.
  • Ray Dalio first reported a position in Comfort Systems in Q3 2023 and has held it in 11 quarters since.
  • Ray Dalio's Comfort Systems position peaked at $119M in Q1 2026.
  • 1,354 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.