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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Freestone Grove Partners's FIX Position: Q1 2026 in Review

Freestone Grove Partners reduced its Comfort Systems (FIX) stake by 74% in Q1 2026, selling an estimated $61.5M and leaving 17,281 shares worth $23.8M. The position accounts for 0.17% of the portfolio, ranked #190.

Freestone Grove Partners first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.3M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Freestone Grove Partners held 17,281 shares of Comfort Systems worth $23.8M as of Q1 2026.
Freestone Grove Partners sold 48,427 Comfort Systems shares in Q1 2026, an estimated $61.5M.
Comfort Systems made up 0.17% of Freestone Grove Partners's portfolio in Q1 2026, its #190 holding.
Freestone Grove Partners first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
Freestone Grove Partners's Comfort Systems position peaked at $61.3M in Q4 2025.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.