SW
FIX icon

SkyOak Wealth’s Comfort Systems FIX Stock Holding History

SkyOak Wealth’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 		$240K Buy
+121
New +$220K 0.04% 218
2026
Q1 		– Sell
-412
Closed -$385K – 262
2025
Q4 		$385K Sell
412
-95
-19% -$87.7K 0.07% 153
2025
Q3 		$418K Sell
507
-354
-41% -$240K 0.08% 142
2025
Q2 		$462K Hold
861
– – 0.09% 131
2025
Q1 		$278K Sell
861
-319
-27% -$129K 0.06% 180
2024
Q4 		$500K Sell
1,180
-97
-8% -$42.6K 0.11% 115
2024
Q3 		$498K Sell
1,277
-177
-12% -$58.3K 0.11% 113
2024
Q2 		$442K Sell
1,454
-203
-12% -$64.5K 0.1% 130
2024
Q1 		$526K Sell
1,657
-112
-6% -$28.6K 0.13% 117
2023
Q4 		$364K Sell
1,769
-37
-2% -$6.84K 0.09% 147
2023
Q3 		$308K Sell
1,806
-168
-9% -$29.5K 0.09% 160
2023
Q2 		$324K Buy
1,974
+111
+6% +$16.5K 0.09% 162
2023
Q1 		$272K Buy
+1,863
New +$242K 0.08% 172
2022
Q1 		– Sell
-2,666
Closed -$264K – 250
2021
Q4 		$264K Buy
+2,666
New +$246K 0.07% 190

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

SkyOak Wealth's FIX Position: Q2 2026 in Review

SkyOak Wealth opened a new position in Comfort Systems (FIX) in Q2 2026: 121 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings. This is a return to the name: SkyOak Wealth previously reported a position in FIX as recently as Q4 2025.

SkyOak Wealth first reported a position in FIX in Q4 2021 and has held it in 14 quarters since. The position peaked at $526K in Q1 2024. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • SkyOak Wealth held 121 shares of Comfort Systems worth $240K as of Q2 2026.
  • Comfort Systems was a new SkyOak Wealth position in Q2 2026.
  • Comfort Systems made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #218 holding.
  • SkyOak Wealth first reported a position in Comfort Systems in Q4 2021 and has held it in 14 quarters since.
  • SkyOak Wealth's Comfort Systems position peaked at $526K in Q1 2024.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.