Shaker Investments’s Comfort Systems FIX Stock Holding History

Shaker Investments’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	$4.5M	Sell	2,271 -24	-1%	-$43.5K	1.62%	18
2026 Q1	$3.16M	Sell	2,295 -192	-8%	-$244K	1.44%	20
2025 Q4	$2.32M	Sell	2,487 -38	-2%	-$35.1K	0.97%	30
2025 Q3	$2.08M	Sell	2,525 -2,439	-49%	-$1.65M	0.83%	36
2025 Q2	$2.66M	Sell	4,964 -1,106	-18%	-$482K	1.09%	36
2025 Q1	$1.96M	Buy	6,070 +593	+11%	+$239K	0.94%	36
2024 Q4	$2.32M	Sell	5,477 -30	-0.5%	-$13.2K	0.97%	36
2024 Q3	$2.15M	Buy	+5,507	New	+$1.81M	0.9%	41

Other funds holding FIX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Shaker Investments's FIX Position: Q2 2026 in Review

Shaker Investments reduced its Comfort Systems (FIX) stake by 1% in Q2 2026, selling an estimated $43.5K and leaving 2,271 shares worth $4.5M. The position accounts for 1.62% of the portfolio, ranked #18.

Shaker Investments first reported a position in FIX in Q3 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Shaker Investments held 2,271 shares of Comfort Systems worth $4.5M as of Q2 2026.
Shaker Investments sold 24 Comfort Systems shares in Q2 2026, an estimated $43.5K.
Comfort Systems made up 1.62% of Shaker Investments's portfolio in Q2 2026, its #18 holding.
Shaker Investments first reported a position in Comfort Systems in Q3 2024 and has held it in 8 quarters since.
343 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.