Taproot Management’s Comfort Systems FIX Stock Holding History

Taproot Management’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	–	Sell	-1,701	Closed	-$2.35M	–	62
2026 Q1	$2.35M	Sell	1,701 -3,543	-68%	-$4.5M	0.44%	96
2025 Q4	$4.89M	Buy	+5,244	New	+$4.84M	0.79%	54

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

Taproot Management's FIX Position: Q2 2026 in Review

Taproot Management sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 1,701 shares — an estimated $2.35M sold.

Taproot Management first reported a position in FIX in Q4 2025 and held it in 2 quarters. The position peaked at $4.89M in Q4 2025. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Taproot Management reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 1,701 Comfort Systems shares in Q2 2026, an estimated $2.35M.
Taproot Management first reported a position in Comfort Systems in Q4 2025 and held it in 2 quarters.
Taproot Management's Comfort Systems position peaked at $4.89M in Q4 2025.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.