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Valeo Financial Advisors’s Comfort Systems FIX Stock Holding History

Valeo 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 		$503K Buy
254
+53
+26% +$96.2K 0.01% 450
2026
Q1 		$277K Buy
+201
New +$255K 0.01% 584
2021
Q2 		– Sell
-46
Closed -$3K – 969
2021
Q1 		$3K Buy
+46
New +$2.94K ﹤0.01% 1700
2020
Q2 		– Sell
-46
Closed -$2K – 2064
2020
Q1 		$2K Buy
+46
New +$2.04K ﹤0.01% 1520

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

Valeo Financial Advisors's FIX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Comfort Systems (FIX) stake by 26% in Q2 2026, buying an estimated $96.2K and bringing the position to 254 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #450.

Valeo Financial Advisors first reported a position in FIX in Q1 2020 and has held it in 4 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Valeo Financial Advisors held 254 shares of Comfort Systems worth $503K as of Q2 2026.
  • Valeo Financial Advisors bought 53 Comfort Systems shares in Q2 2026, an estimated $96.2K.
  • Comfort Systems made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #450 holding.
  • Valeo Financial Advisors first reported a position in Comfort Systems in Q1 2020 and has held it in 4 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.