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Soltis Investment Advisors’s Comfort Systems FIX Stock Holding History

Soltis Investment Advisors’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 		$2.8M Buy
1,413
+138
+11% +$250K 0.16% 134
2026
Q1 		$1.76M Buy
1,275
+95
+8% +$121K 0.11% 158
2025
Q4 		$1.1M Buy
1,180
+259
+28% +$239K 0.07% 208
2025
Q3 		$760K Buy
921
+21
+2% +$14.2K 0.05% 238
2025
Q2 		$483K Buy
+900
New +$392K 0.04% 260

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's FIX Position: Q2 2026 in Review

Soltis Investment Advisors increased its Comfort Systems (FIX) stake by 11% in Q2 2026, buying an estimated $250K and bringing the position to 1,413 shares worth $2.8M. The position accounts for 0.16% of the portfolio, ranked #134.

Soltis Investment Advisors first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Soltis Investment Advisors held 1,413 shares of Comfort Systems worth $2.8M as of Q2 2026.
  • Soltis Investment Advisors bought 138 Comfort Systems shares in Q2 2026, an estimated $250K.
  • Comfort Systems made up 0.16% of Soltis Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Soltis Investment Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.