FIM
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Freedom Investment Management’s Comfort Systems FIX Stock Holding History

Freedom Investment Management’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
-906
Closed -$486K – 339
2025
Q2 		$486K Sell
906
-383
-30% -$167K 0.04% 450
2025
Q1 		$415K Buy
+1,289
New +$520K 0.03% 477

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

Freedom Investment Management's FIX Position: Q3 2025 in Review

Freedom Investment Management sold out of Comfort Systems (FIX) in Q3 2025, closing a stake of 906 shares — an estimated $486K sold.

Freedom Investment Management first reported a position in FIX in Q1 2025 and held it in 2 quarters. The position peaked at $486K in Q2 2025. 884 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

  • Freedom Investment Management reported no remaining Comfort Systems position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 906 Comfort Systems shares in Q3 2025, an estimated $486K.
  • Freedom Investment Management first reported a position in Comfort Systems in Q1 2025 and held it in 2 quarters.
  • Freedom Investment Management's Comfort Systems position peaked at $486K in Q2 2025.
  • 884 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.