Vontobel Holding
FIX icon

Vontobel Holding’s Comfort Systems FIX Stock Holding History

Vontobel Holding’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
Q1 		$2.6M Sell
1,888
-4,768
-72% -$6.05M 0.01% 481
2025
Q4 		$6.21M Buy
6,656
+3,544
+114% +$3.27M 0.02% 348
2025
Q3 		$2.57M Sell
3,112
-1,062
-25% -$720K 0.01% 509
2025
Q2 		$2.24M Buy
+4,174
New +$1.82M 0.01% 505

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Vontobel Holding's FIX Position: Q1 2026 in Review

Vontobel Holding reduced its Comfort Systems (FIX) stake by 72% in Q1 2026, selling an estimated $6.05M and leaving 1,888 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #481.

Vontobel Holding first reported a position in FIX in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.21M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Vontobel Holding held 1,888 shares of Comfort Systems worth $2.6M as of Q1 2026.
  • Vontobel Holding sold 4,768 Comfort Systems shares in Q1 2026, an estimated $6.05M.
  • Comfort Systems made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #481 holding.
  • Vontobel Holding first reported a position in Comfort Systems in Q2 2025 and has held it in 4 quarters since.
  • Vontobel Holding's Comfort Systems position peaked at $6.21M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.