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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
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 $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

Waverly Advisors's FIX Position: Q1 2026 in Review

Waverly Advisors increased its Comfort Systems (FIX) stake by 9.1% in Q1 2026, buying an estimated $286K and bringing the position to 2,685 shares worth $3.7M. The position accounts for 0.03% of the portfolio, ranked #484.

Waverly Advisors first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Waverly Advisors held 2,685 shares of Comfort Systems worth $3.7M as of Q1 2026.
  • Waverly Advisors bought 225 Comfort Systems shares in Q1 2026, an estimated $286K.
  • Comfort Systems made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #484 holding.
  • Waverly Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.