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Freestone Grove Partners’s Comfort Systems FIX Stock Holding History

Freestone Grove 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
Q2 		– Sell
-17,281
Closed -$23.8M – 1139
2026
Q1 		$23.8M Sell
17,281
-48,427
-74% -$61.5M 0.17% 190
2025
Q4 		$61.3M Buy
65,708
+13,404
+26% +$12.4M 0.44% 57
2025
Q3 		$43.2M Sell
52,304
-50,965
-49% -$34.5M 0.32% 111
2025
Q2 		$55.4M Buy
103,269
+85,284
+474% +$37.2M 0.42% 78
2025
Q1 		$5.8M Sell
17,985
-29,483
-62% -$11.9M 0.06% 270
2024
Q4 		$20.1M Buy
+47,468
New +$20.8M 0.25% 134

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

Freestone Grove Partners's FIX Position: Q2 2026 in Review

Freestone Grove Partners sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 17,281 shares — an estimated $23.8M sold.

Freestone Grove Partners first reported a position in FIX in Q4 2024 and held it in 6 quarters. The position peaked at $61.3M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Freestone Grove Partners reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 17,281 Comfort Systems shares in Q2 2026, an estimated $23.8M.
  • Freestone Grove Partners first reported a position in Comfort Systems in Q4 2024 and held it in 6 quarters.
  • Freestone Grove Partners's Comfort Systems position peaked at $61.3M in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.