Strategic Global Advisors’s Comfort Systems FIX Stock Holding History

Strategic Global 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 Q1	$4.54M	Sell	3,295 -82	-2%	-$104K	0.73%	44
2025 Q4	$3.15M	Sell	3,377 -3,000	-47%	-$2.77M	0.49%	67
2025 Q3	$5.26M	Sell	6,377 -110	-2%	-$74.6K	0.8%	44
2025 Q2	$3.48M	Buy	6,487 +466	+8%	+$203K	0.57%	54
2025 Q1	$1.94M	Sell	6,021 -192	-3%	-$77.4K	0.38%	73
2024 Q4	$2.63M	Buy	6,213 +267	+4%	+$117K	0.48%	59
2024 Q3	$2.32M	Buy	+5,946	New	+$1.96M	0.46%	65

Other funds holding FIX

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Strategic Global Advisors's FIX Position: Q1 2026 in Review

Strategic Global Advisors reduced its Comfort Systems (FIX) stake by 2.4% in Q1 2026, selling an estimated $104K and leaving 3,295 shares worth $4.54M. The position accounts for 0.73% of the portfolio, ranked #44.

Strategic Global Advisors first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.26M in Q3 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Strategic Global Advisors held 3,295 shares of Comfort Systems worth $4.54M as of Q1 2026.
Strategic Global Advisors sold 82 Comfort Systems shares in Q1 2026, an estimated $104K.
Comfort Systems made up 0.73% of Strategic Global Advisors's portfolio in Q1 2026, its #44 holding.
Strategic Global Advisors first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
Strategic Global Advisors's Comfort Systems position peaked at $5.26M in Q3 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.