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West Michigan Advisors’s Comfort Systems FIX Stock Holding History

West Michigan 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 		$1.4M Buy
708
+288
+69% +$523K 0.27% 96
2026
Q1 		$579K Sell
420
-348
-45% -$442K 0.13% 167
2025
Q4 		$717K Buy
768
+10
+1% +$9.23K 0.16% 133
2025
Q3 		$625K Buy
+758
New +$514K 0.15% 125
2025
Q1 		– Sell
-616
Closed -$261K – 227
2024
Q4 		$261K Buy
+616
New +$270K 0.08% 187

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 $3.37T AUM 44.26% 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

West Michigan Advisors's FIX Position: Q2 2026 in Review

West Michigan Advisors increased its Comfort Systems (FIX) stake by 69% in Q2 2026, buying an estimated $523K and bringing the position to 708 shares worth $1.4M. The position accounts for 0.27% of the portfolio, ranked #96.

West Michigan Advisors first reported a position in FIX in Q4 2024 and has held it in 5 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • West Michigan Advisors held 708 shares of Comfort Systems worth $1.4M as of Q2 2026.
  • West Michigan Advisors bought 288 Comfort Systems shares in Q2 2026, an estimated $523K.
  • Comfort Systems made up 0.27% of West Michigan Advisors's portfolio in Q2 2026, its #96 holding.
  • West Michigan Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 5 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.