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Roundview Capital’s Comfort Systems FIX Stock Holding History

Roundview Capital’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 		$1.11M Buy
562
+43
+8% +$78K 0.06% 214
2026
Q1 		$716K Buy
519
+45
+9% +$57.1K 0.04% 238
2025
Q4 		$442K Buy
474
+2
+0.4% +$1.85K 0.03% 264
2025
Q3 		$389K Buy
+472
New +$320K 0.02% 280

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 $3.37T AUM 44.26% 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

Roundview Capital's FIX Position: Q2 2026 in Review

Roundview Capital increased its Comfort Systems (FIX) stake by 8.3% in Q2 2026, buying an estimated $78K and bringing the position to 562 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #214.

Roundview Capital first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,351 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Roundview Capital held 562 shares of Comfort Systems worth $1.11M as of Q2 2026.
  • Roundview Capital bought 43 Comfort Systems shares in Q2 2026, an estimated $78K.
  • Comfort Systems made up 0.06% of Roundview Capital's portfolio in Q2 2026, its #214 holding.
  • Roundview Capital first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.