Westco Advisory Services’s Comfort Systems FIX Stock Holding History

Westco Advisory Services’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	$2.75M	Sell	1,390 -90	-6%	-$163K	1.66%	11
2026 Q1	$2.04M	Hold	1,480	–	–	1.31%	14
2025 Q4	$1.38M	Buy	+1,480	New	+$1.37M	0.85%	27

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westco Advisory Services's FIX Position: Q2 2026 in Review

Westco Advisory Services reduced its Comfort Systems (FIX) stake by 6.1% in Q2 2026, selling an estimated $163K and leaving 1,390 shares worth $2.75M. The position accounts for 1.66% of the portfolio, ranked #11.

Westco Advisory Services first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Westco Advisory Services held 1,390 shares of Comfort Systems worth $2.75M as of Q2 2026.
Westco Advisory Services sold 90 Comfort Systems shares in Q2 2026, an estimated $163K.
Comfort Systems made up 1.66% of Westco Advisory Services's portfolio in Q2 2026, its #11 holding.
Westco Advisory Services first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.