VCA
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Verdence Capital Advisors’s Comfort Systems FIX Stock Holding History

Verdence Capital 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 		$69.5K Sell
35
-90
-72% -$163K ﹤0.01% 650
2026
Q1 		$173K Sell
125
-219
-64% -$278K 0.01% 615
2025
Q4 		$321K Sell
344
-331
-49% -$306K 0.02% 528
2025
Q3 		$659K Sell
675
-439
-39% -$298K 0.04% 372
2025
Q2 		$597K Buy
1,114
+52
+5% +$22.7K 0.04% 362
2025
Q1 		$342K Buy
1,062
+263
+33% +$106K 0.03% 496
2024
Q4 		$339K Sell
799
-31
-4% -$13.6K 0.03% 470
2024
Q3 		$324K Buy
830
+57
+7% +$18.8K 0.03% 495
2024
Q2 		$235K Sell
773
-14
-2% -$4.45K 0.02% 540
2024
Q1 		$250K Buy
+787
New +$201K 0.02% 527

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

Verdence Capital Advisors's FIX Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Comfort Systems (FIX) stake by 72% in Q2 2026, selling an estimated $163K and leaving 35 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Verdence Capital Advisors first reported a position in FIX in Q1 2024 and has held it in 10 quarters since. The position peaked at $659K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Verdence Capital Advisors held 35 shares of Comfort Systems worth $69.5K as of Q2 2026.
  • Verdence Capital Advisors sold 90 Comfort Systems shares in Q2 2026, an estimated $163K.
  • Comfort Systems made up ﹤0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #650 holding.
  • Verdence Capital Advisors first reported a position in Comfort Systems in Q1 2024 and has held it in 10 quarters since.
  • Verdence Capital Advisors's Comfort Systems position peaked at $659K in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.