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Waverly Advisors’s Comfort Systems FIX Stock Holding History

Waverly 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 		$5.88M Buy
2,969
+284
+11% +$515K 0.03% 410
2026
Q1 		$3.7M Buy
2,685
+225
+9% +$286K 0.03% 484
2025
Q4 		$2.3M Buy
2,460
+493
+25% +$455K 0.02% 570
2025
Q3 		$1.62M Buy
1,967
+140
+8% +$94.9K 0.02% 543
2025
Q2 		$980K Buy
1,827
+270
+17% +$118K 0.01% 624
2025
Q1 		$502K Buy
1,557
+60
+4% +$24.2K 0.01% 771
2024
Q4 		$635K Buy
+1,497
New +$657K 0.01% 622

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

Waverly Advisors's FIX Position: Q2 2026 in Review

Waverly Advisors increased its Comfort Systems (FIX) stake by 11% in Q2 2026, buying an estimated $515K and bringing the position to 2,969 shares worth $5.88M. The position accounts for 0.03% of the portfolio, ranked #410.

Waverly Advisors first reported a position in FIX in Q4 2024 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Waverly Advisors held 2,969 shares of Comfort Systems worth $5.88M as of Q2 2026.
  • Waverly Advisors bought 284 Comfort Systems shares in Q2 2026, an estimated $515K.
  • Comfort Systems made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #410 holding.
  • Waverly Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.