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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
2026
Q2 		$797K Buy
+402
New +$729K 0.01% 324
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 $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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's FIX Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Comfort Systems (FIX) in Q2 2026: 402 shares worth $797K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in FIX as recently as Q2 2025.

Edmond de Rothschild Holding first reported a position in FIX in Q4 2024 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Edmond de Rothschild Holding held 402 shares of Comfort Systems worth $797K as of Q2 2026.
  • Comfort Systems was a new Edmond de Rothschild Holding position in Q2 2026.
  • Comfort Systems made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #324 holding.
  • Edmond de Rothschild Holding first reported a position in Comfort Systems in Q4 2024 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.