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Waterloo Capital’s Comfort Systems FIX Stock Holding History

Waterloo Capital’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 		$888K Buy
448
+98
+28% +$178K 0.05% 262
2026
Q1 		$483K Buy
350
+13
+4% +$16.5K 0.03% 309
2025
Q4 		$315K Buy
337
+61
+22% +$56.3K 0.02% 369
2025
Q3 		$228K Buy
+276
New +$187K 0.02% 416

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 $3.38T AUM 44.17% 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

Waterloo Capital's FIX Position: Q2 2026 in Review

Waterloo Capital increased its Comfort Systems (FIX) stake by 28% in Q2 2026, buying an estimated $178K and bringing the position to 448 shares worth $888K. The position accounts for 0.05% of the portfolio, ranked #262.

Waterloo Capital first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Waterloo Capital held 448 shares of Comfort Systems worth $888K as of Q2 2026.
  • Waterloo Capital bought 98 Comfort Systems shares in Q2 2026, an estimated $178K.
  • Comfort Systems made up 0.05% of Waterloo Capital's portfolio in Q2 2026, its #262 holding.
  • Waterloo Capital first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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