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Westover Capital Advisors’s Comfort Systems FIX Stock Holding History

Westover Capital 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 		$1.31M Buy
660
+76
+13% +$138K 0.22% 83
2026
Q1 		$805K Buy
584
+32
+6% +$40.6K 0.15% 107
2025
Q4 		$515K Buy
552
+26
+5% +$24K 0.09% 148
2025
Q3 		$434K Buy
526
+32
+6% +$21.7K 0.08% 155
2025
Q2 		$265K Buy
+494
New +$215K 0.05% 199
2019
Q1 		– Sell
-4,993
Closed -$218K – 135
2018
Q4 		$218K Buy
+4,993
New +$256K 0.14% 103

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

Westover Capital Advisors's FIX Position: Q2 2026 in Review

Westover Capital Advisors increased its Comfort Systems (FIX) stake by 13% in Q2 2026, buying an estimated $138K and bringing the position to 660 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #83.

Westover Capital Advisors first reported a position in FIX in Q4 2018 and has held it in 6 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Westover Capital Advisors held 660 shares of Comfort Systems worth $1.31M as of Q2 2026.
  • Westover Capital Advisors bought 76 Comfort Systems shares in Q2 2026, an estimated $138K.
  • Comfort Systems made up 0.22% of Westover Capital Advisors's portfolio in Q2 2026, its #83 holding.
  • Westover Capital Advisors first reported a position in Comfort Systems in Q4 2018 and has held it in 6 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.