UCFA
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United Capital Financial Advisors’s Comfort Systems FIX Stock Holding History

United Capital Financial 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
Q2 		$2.63M Buy
1,327
+367
+38% +$666K 0.01% 516
2026
Q1 		$1.32M Buy
960
+230
+32% +$292K 0.01% 665
2025
Q4 		$681K Buy
730
+30
+4% +$27.7K ﹤0.01% 853
2025
Q3 		$578K Buy
700
+171
+32% +$116K ﹤0.01% 822
2025
Q2 		$284K Buy
+529
New +$230K ﹤0.01% 941

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

United Capital Financial Advisors's FIX Position: Q2 2026 in Review

United Capital Financial Advisors increased its Comfort Systems (FIX) stake by 38% in Q2 2026, buying an estimated $666K and bringing the position to 1,327 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #516.

United Capital Financial Advisors first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • United Capital Financial Advisors held 1,327 shares of Comfort Systems worth $2.63M as of Q2 2026.
  • United Capital Financial Advisors bought 367 Comfort Systems shares in Q2 2026, an estimated $666K.
  • Comfort Systems made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #516 holding.
  • United Capital Financial Advisors first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.