Vanguard Personalized Indexing Management
FIX icon

Vanguard Personalized Indexing Management’s Comfort Systems FIX Stock Holding History

Vanguard Personalized Indexing Management’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 		$9.86M Buy
4,974
+196
+4% +$356K 0.08% 194
2026
Q1 		$6.59M Sell
4,778
-102
-2% -$130K 0.06% 259
2025
Q4 		$4.55M Buy
4,880
+477
+11% +$440K 0.04% 340
2025
Q3 		$3.63M Buy
4,403
+252
+6% +$171K 0.04% 395
2025
Q2 		$2.23M Buy
4,151
+665
+19% +$290K 0.03% 532
2025
Q1 		$1.12M Sell
3,486
-150
-4% -$60.5K 0.02% 724
2024
Q4 		$1.54M Buy
3,636
+261
+8% +$115K 0.02% 567
2024
Q3 		$1.32M Buy
3,375
+65
+2% +$21.4K 0.02% 638
2024
Q2 		$1.01M Sell
3,310
-92
-3% -$29.2K 0.02% 681
2024
Q1 		$1.08M Buy
3,402
+1,491
+78% +$381K 0.02% 624
2023
Q4 		$393K Buy
1,911
+448
+31% +$82.8K 0.01% 1117
2023
Q3 		$249K Buy
1,463
+101
+7% +$17.7K 0.01% 1198
2023
Q2 		$224K Buy
+1,362
New +$203K 0.01% 1279

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

Vanguard Personalized Indexing Management's FIX Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Comfort Systems (FIX) stake by 4.1% in Q2 2026, buying an estimated $356K and bringing the position to 4,974 shares worth $9.86M. The position accounts for 0.08% of the portfolio, ranked #194.

Vanguard Personalized Indexing Management first reported a position in FIX in Q2 2023 and has held it in 13 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,974 shares of Comfort Systems worth $9.86M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 196 Comfort Systems shares in Q2 2026, an estimated $356K.
  • Comfort Systems made up 0.08% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #194 holding.
  • Vanguard Personalized Indexing Management first reported a position in Comfort Systems in Q2 2023 and has held it in 13 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.