EDRH
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Edmond de Rothschild Holding’s Comfort Systems FIX Stock Holding History

Edmond de Rothschild Holding’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
2025
Q3 		– Sell
-800
Closed -$429K – 579
2025
Q2 		$429K Sell
800
-200
-20% -$87.1K 0.01% 336
2025
Q1 		$322K Buy
1,000
+300
+43% +$121K 0.01% 354
2024
Q4 		$297K Buy
+700
New +$307K 0.01% 372

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edmond de Rothschild Holding's FIX Position: Q3 2025 in Review

Edmond de Rothschild Holding sold out of Comfort Systems (FIX) in Q3 2025, closing a stake of 800 shares — an estimated $429K sold.

Edmond de Rothschild Holding first reported a position in FIX in Q4 2024 and held it in 3 quarters. The position peaked at $429K in Q2 2025. 884 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

  • Edmond de Rothschild Holding reported no remaining Comfort Systems position as of Q3 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 800 Comfort Systems shares in Q3 2025, an estimated $429K.
  • Edmond de Rothschild Holding first reported a position in Comfort Systems in Q4 2024 and held it in 3 quarters.
  • Edmond de Rothschild Holding's Comfort Systems position peaked at $429K in Q2 2025.
  • 884 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2025, filed 13 Nov 2025.