Toth Financial Advisory’s Comfort Systems FIX Stock Holding History

Toth Financial Advisory’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	$73.3K	Buy	37 +2	+6%	+$3.63K	0.01%	335
2026 Q1	$48.3K	Buy	35 +5	+17%	+$6.35K	0.01%	364
2025 Q4	$28K	Hold	30	–	–	﹤0.01%	431
2025 Q3	$24.8K	Buy	+30	New	+$20.3K	﹤0.01%	444
2025 Q1	–	Sell	-3	Closed	-$1.27K	–	737
2024 Q4	$1.27K	Sell	3 -3	-50%	-$1.32K	﹤0.01%	639
2024 Q3	$2.34K	Hold	6	–	–	﹤0.01%	584
2024 Q2	$1.82K	Buy	+6	New	+$1.91K	﹤0.01%	617
2023 Q1	–	Sell	-4,675	Closed	-$538K	–	827
2022 Q4	$538K	Buy	+4,675	New	+$544K	0.09%	152

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

Toth Financial Advisory's FIX Position: Q2 2026 in Review

Toth Financial Advisory increased its Comfort Systems (FIX) stake by 5.7% in Q2 2026, buying an estimated $3.63K and bringing the position to 37 shares worth $73.3K. The position accounts for 0.01% of the portfolio, ranked #335.

Toth Financial Advisory first reported a position in FIX in Q4 2022 and has held it in 8 quarters since. The position peaked at $538K in Q4 2022. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Toth Financial Advisory held 37 shares of Comfort Systems worth $73.3K as of Q2 2026.
Toth Financial Advisory bought 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
Comfort Systems made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #335 holding.
Toth Financial Advisory first reported a position in Comfort Systems in Q4 2022 and has held it in 8 quarters since.
Toth Financial Advisory's Comfort Systems position peaked at $538K in Q4 2022.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.