Vision Retirement’s Comfort Systems FIX Stock Holding History

Vision Retirement’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	$908K	Buy	458 +74	+19%	+$134K	0.22%	68
2026 Q1	$530K	Buy	+384	New	+$488K	0.15%	82

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vision Retirement's FIX Position: Q2 2026 in Review

Vision Retirement increased its Comfort Systems (FIX) stake by 19% in Q2 2026, buying an estimated $134K and bringing the position to 458 shares worth $908K. The position accounts for 0.22% of the portfolio, ranked #68.

Vision Retirement first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,268 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Vision Retirement held 458 shares of Comfort Systems worth $908K as of Q2 2026.
Vision Retirement bought 74 Comfort Systems shares in Q2 2026, an estimated $134K.
Comfort Systems made up 0.22% of Vision Retirement's portfolio in Q2 2026, its #68 holding.
Vision Retirement first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
1,268 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.