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Sagewood Asset Management’s Comfort Systems FIX Stock Holding History

Sagewood Asset Management’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 		$646K Buy
326
+118
+57% +$214K 0.15% 128
2026
Q1 		$287K Buy
+208
New +$264K 0.09% 233

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

Sagewood Asset Management's FIX Position: Q2 2026 in Review

Sagewood Asset Management increased its Comfort Systems (FIX) stake by 57% in Q2 2026, buying an estimated $214K and bringing the position to 326 shares worth $646K. The position accounts for 0.15% of the portfolio, ranked #128.

Sagewood Asset Management first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Sagewood Asset Management held 326 shares of Comfort Systems worth $646K as of Q2 2026.
  • Sagewood Asset Management bought 118 Comfort Systems shares in Q2 2026, an estimated $214K.
  • Comfort Systems made up 0.15% of Sagewood Asset Management's portfolio in Q2 2026, its #128 holding.
  • Sagewood Asset Management first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.