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 Q3	$493K	Buy	298 +44	+17%	+$73.9K	0.01%	467
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Valeo Financial Advisors's FIX Position: Q3 2026 in Review

Valeo Financial Advisors increased its Comfort Systems (FIX) stake by 17% in Q3 2026, buying an estimated $73.9K and bringing the position to 298 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #467.

Valeo Financial Advisors first reported a position in FIX in Q1 2020 and has held it in 5 quarters since. The position peaked at $503K in Q2 2026. 39 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Valeo Financial Advisors held 298 shares of Comfort Systems worth $493K as of Q3 2026.
Valeo Financial Advisors bought 44 Comfort Systems shares in Q3 2026, an estimated $73.9K.
Comfort Systems made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #467 holding.
Valeo Financial Advisors first reported a position in Comfort Systems in Q1 2020 and has held it in 5 quarters since.
Valeo Financial Advisors's Comfort Systems position peaked at $503K in Q2 2026.
39 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.