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United Capital Management of KS’s Comfort Systems FIX Stock Holding History

United Capital Management of KS’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
-400
Closed -$552K – 105
2026
Q1 		$552K Buy
+400
New +$508K 0.08% 81
2025
Q4 		– Sell
-1,500
Closed -$1.24M – 111
2025
Q3 		$1.24M Buy
+1,500
New +$1.02M 0.17% 66

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 $3.38T AUM 44.17% 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 Management of KS's FIX Position: Q2 2026 in Review

United Capital Management of KS sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 400 shares — an estimated $552K sold.

United Capital Management of KS first reported a position in FIX in Q3 2025 and held it in 2 quarters. The position peaked at $1.24M in Q3 2025. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • United Capital Management of KS reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • United Capital Management of KS sold 400 Comfort Systems shares in Q2 2026, an estimated $552K.
  • United Capital Management of KS first reported a position in Comfort Systems in Q3 2025 and held it in 2 quarters.
  • United Capital Management of KS's Comfort Systems position peaked at $1.24M in Q3 2025.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.