HMS Capital Management’s Comfort Systems FIX Stock Holding History

HMS Capital 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
2026 Q3	$947K	Sell	573 -169	-23%	-$284K	0.36%	50
2026 Q2	$1.47M	Sell	742 -26	-3%	-$47.2K	0.55%	38
2026 Q1	$1.06M	Sell	768 -525	-41%	-$667K	0.41%	49
2025 Q4	$1.21M	Sell	1,293 -11	-0.8%	-$10.2K	0.5%	43
2025 Q3	$1.08M	Sell	1,304 -49	-4%	-$33.2K	0.45%	49
2025 Q2	$726K	Sell	1,353 -602	-31%	-$262K	0.33%	55
2025 Q1	$610K	Sell	1,955 -19	-1%	-$7.66K	0.34%	57
2024 Q4	$837K	Sell	1,974 -6	-0.3%	-$2.63K	0.4%	52
2024 Q3	$773K	Buy	1,980 +73	+4%	+$24K	0.38%	53
2024 Q2	$580K	Hold	1,907	–	–	0.3%	59
2024 Q1	$606K	Buy	1,907 +115	+6%	+$29.4K	0.34%	59
2023 Q4	$369K	Sell	1,792 -21	-1%	-$3.88K	0.23%	80
2023 Q3	$309K	Sell	1,813 -45	-2%	-$7.9K	0.2%	88
2023 Q2	$305K	Buy	+1,858	New	+$276K	0.19%	94

Other funds holding FIX

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HMS Capital Management's FIX Position: Q3 2026 in Review

HMS Capital Management reduced its Comfort Systems (FIX) stake by 23% in Q3 2026, selling an estimated $284K and leaving 573 shares worth $947K. The position accounts for 0.36% of the portfolio, ranked #50.

HMS Capital Management first reported a position in FIX in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.47M in Q2 2026. 294 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

HMS Capital Management held 573 shares of Comfort Systems worth $947K as of Q3 2026.
HMS Capital Management sold 169 Comfort Systems shares in Q3 2026, an estimated $284K.
Comfort Systems made up 0.36% of HMS Capital Management's portfolio in Q3 2026, its #50 holding.
HMS Capital Management first reported a position in Comfort Systems in Q2 2023 and has held it in 14 quarters since.
HMS Capital Management's Comfort Systems position peaked at $1.47M in Q2 2026.
294 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.