Cerity Partners
FIX icon

Cerity Partners’s Comfort Systems FIX Stock Holding History

Cerity Partners’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 		$62.8M Buy
45,536
+4,145
+10% +$5.26M 0.09% 203
2025
Q4 		$38.6M Buy
41,391
+8,377
+25% +$7.73M 0.06% 277
2025
Q3 		$27.2M Buy
33,014
+5,912
+22% +$4.01M 0.04% 322
2025
Q2 		$14.5M Buy
27,102
+9,261
+52% +$4.03M 0.03% 427
2025
Q1 		$5.75M Buy
17,841
+365
+2% +$147K 0.01% 681
2024
Q4 		$7.06M Buy
17,476
+859
+5% +$377K 0.02% 600
2024
Q3 		$6.49M Buy
16,617
+7,466
+82% +$2.46M 0.01% 614
2024
Q2 		$2.78M Sell
9,151
-3,196
-26% -$1.02M 0.01% 789
2024
Q1 		$3.92M Buy
12,347
+11,082
+876% +$2.83M 0.01% 727
2023
Q4 		$260K Buy
+1,265
New +$234K ﹤0.01% 1597

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