Secure Asset Management’s Comfort Systems FIX Stock Holding History

Secure 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	$5.28M	Buy	2,665 +114	+4%	+$207K	0.74%	35
2026 Q1	$3.52M	Sell	2,551 -1,824	-42%	-$2.32M	0.56%	49
2025 Q4	$4.08M	Sell	4,375 -5	-0.1%	-$4.62K	0.64%	34
2025 Q3	$3.65M	Sell	4,380 -1,422	-25%	-$964K	0.6%	40
2025 Q2	$3.11M	Sell	5,802 -577	-9%	-$251K	0.57%	41
2025 Q1	$2.06M	Buy	+6,379	New	+$2.57M	0.41%	79

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Secure Asset Management increased its Comfort Systems (FIX) stake by 4.5% in Q2 2026, buying an estimated $207K and bringing the position to 2,665 shares worth $5.28M. The position accounts for 0.74% of the portfolio, ranked #35.

Secure Asset Management first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Secure Asset Management held 2,665 shares of Comfort Systems worth $5.28M as of Q2 2026.
Secure Asset Management bought 114 Comfort Systems shares in Q2 2026, an estimated $207K.
Comfort Systems made up 0.74% of Secure Asset Management's portfolio in Q2 2026, its #35 holding.
Secure Asset Management first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.