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Sound Income Strategies’s Comfort Systems FIX Stock Holding History

Sound Income Strategies’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
Q1 		$200K Buy
140
+83
+146% +$105K 0.01% 410
2025
Q4 		$63.8K Hold
57
– – ﹤0.01% 711
2025
Q3 		$47.6K Hold
57
– – ﹤0.01% 566
2025
Q2 		$30.6K Hold
57
– – ﹤0.01% 647
2025
Q1 		$18.4K Hold
57
– – ﹤0.01% 739
2024
Q4 		$24.2K Hold
57
– – ﹤0.01% 640
2024
Q3 		$22.3K Hold
57
– – ﹤0.01% 617
2024
Q2 		$17.3K Hold
57
– – ﹤0.01% 660
2024
Q1 		$18.1K Buy
+57
New +$14.6K ﹤0.01% 616

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sound Income Strategies's FIX Position: Q1 2026 in Review

Sound Income Strategies increased its Comfort Systems (FIX) stake by 146% in Q1 2026, buying an estimated $105K and bringing the position to 140 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #410.

Sound Income Strategies first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Sound Income Strategies held 140 shares of Comfort Systems worth $200K as of Q1 2026.
  • Sound Income Strategies bought 83 Comfort Systems shares in Q1 2026, an estimated $105K.
  • Comfort Systems made up 0.01% of Sound Income Strategies's portfolio in Q1 2026, its #410 holding.
  • Sound Income Strategies first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.