Storgate’s Comfort Systems FIX Stock Holding History

Storgate’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	$3.4M	Buy	1,714 +976	+132%	+$1.77M	0.7%	18
2026 Q1	$1.02M	Buy	738 +48	+7%	+$60.9K	0.8%	13
2025 Q4	$644K	Buy	+690	New	+$637K	0.53%	41

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

Storgate's FIX Position: Q2 2026 in Review

Storgate increased its Comfort Systems (FIX) stake by 132% in Q2 2026, buying an estimated $1.77M and bringing the position to 1,714 shares worth $3.4M. The position accounts for 0.7% of the portfolio, ranked #18.

Storgate first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Storgate held 1,714 shares of Comfort Systems worth $3.4M as of Q2 2026.
Storgate bought 976 Comfort Systems shares in Q2 2026, an estimated $1.77M.
Comfort Systems made up 0.7% of Storgate's portfolio in Q2 2026, its #18 holding.
Storgate first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.