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Knollwood Investment Advisory’s Comfort Systems FIX Stock Holding History

Knollwood Investment Advisory’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
Q4 		– Sell
-880
Closed -$726K – 332
2025
Q3 		$726K Sell
880
-20
-2% -$13.6K 0.07% 226
2025
Q2 		$483K Hold
900
– – 0.05% 255
2025
Q1 		$290K Hold
900
– – 0.03% 310
2024
Q4 		$382K Hold
900
– – 0.04% 282
2024
Q3 		$351K Hold
900
– – 0.04% 302
2024
Q2 		$274K Buy
+900
New +$286K 0.03% 316

Other funds holding FIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Knollwood Investment Advisory's FIX Position: Q4 2025 in Review

Knollwood Investment Advisory sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 880 shares — an estimated $726K sold.

Knollwood Investment Advisory first reported a position in FIX in Q2 2024 and held it in 6 quarters. The position peaked at $726K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

  • Knollwood Investment Advisory reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 880 Comfort Systems shares in Q4 2025, an estimated $726K.
  • Knollwood Investment Advisory first reported a position in Comfort Systems in Q2 2024 and held it in 6 quarters.
  • Knollwood Investment Advisory's Comfort Systems position peaked at $726K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Knollwood Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.