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Retirement Guys Formula’s Comfort Systems FIX Stock Holding History

Retirement Guys Formula’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 		– Sell
-222
Closed -$207K – 165
2025
Q4 		$207K Sell
222
-43
-16% -$39.7K 0.09% 147
2025
Q3 		$218K Sell
265
-184
-41% -$125K 0.08% 153
2025
Q2 		$241K Buy
+449
New +$196K 0.09% 125
2025
Q1 		– Sell
-504
Closed -$214K – 150
2024
Q4 		$214K Sell
504
-60
-11% -$26.3K 0.11% 124
2024
Q3 		$220K Buy
+564
New +$186K 0.1% 120

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

Retirement Guys Formula's FIX Position: Q1 2026 in Review

Retirement Guys Formula sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 222 shares — an estimated $207K sold.

Retirement Guys Formula first reported a position in FIX in Q3 2024 and held it in 5 quarters. The position peaked at $241K in Q2 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Retirement Guys Formula reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 222 Comfort Systems shares in Q1 2026, an estimated $207K.
  • Retirement Guys Formula first reported a position in Comfort Systems in Q3 2024 and held it in 5 quarters.
  • Retirement Guys Formula's Comfort Systems position peaked at $241K in Q2 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.