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Sarah Ketterer’s Comfort Systems FIX Stock Holding History

Sarah Ketterer’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 		$321K Sell
162
-22
-12% -$39.9K ﹤0.01% 109
2026
Q1 		$254K Sell
184
-59
-24% -$74.9K ﹤0.01% 103
2025
Q4 		$227K Buy
+243
New +$224K ﹤0.01% 104

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

Sarah Ketterer's FIX Position: Q2 2026 in Review

Sarah Ketterer reduced its Comfort Systems (FIX) stake by 12% in Q2 2026, selling an estimated $39.9K and leaving 162 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

Sarah Ketterer first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Sarah Ketterer held 162 shares of Comfort Systems worth $321K as of Q2 2026.
  • Sarah Ketterer sold 22 Comfort Systems shares in Q2 2026, an estimated $39.9K.
  • Comfort Systems made up ﹤0.01% of Sarah Ketterer's portfolio in Q2 2026, its #109 holding.
  • Sarah Ketterer first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Causeway Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.