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Thames Capital Management’s Comfort Systems FIX Stock Holding History

Thames Capital 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 		$9.04M Sell
4,561
-5,548
-55% -$10.1M 0.74% 45
2026
Q1 		$13.9M Buy
10,109
+836
+9% +$1.06M 2.5% 19
2025
Q4 		$8.65M Hold
9,273
– – 1.26% 31
2025
Q3 		$7.65M Buy
+9,273
New +$6.28M 1.09% 40
2025
Q1 		– Sell
-16,155
Closed -$6.85M – 33
2024
Q4 		$6.85M Buy
+16,155
New +$7.09M 1.86% 23

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 $3.37T AUM 44.26% 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

Thames Capital Management's FIX Position: Q2 2026 in Review

Thames Capital Management reduced its Comfort Systems (FIX) stake by 55% in Q2 2026, selling an estimated $10.1M and leaving 4,561 shares worth $9.04M. The position accounts for 0.74% of the portfolio, ranked #45.

Thames Capital Management first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.9M in Q1 2026. 1,349 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Thames Capital Management held 4,561 shares of Comfort Systems worth $9.04M as of Q2 2026.
  • Thames Capital Management sold 5,548 Comfort Systems shares in Q2 2026, an estimated $10.1M.
  • Comfort Systems made up 0.74% of Thames Capital Management's portfolio in Q2 2026, its #45 holding.
  • Thames Capital Management first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
  • Thames Capital Management's Comfort Systems position peaked at $13.9M in Q1 2026.
  • 1,349 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.