Laurus Investment Counsel’s Comfort Systems FIX Stock Holding History

Laurus Investment Counsel’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	-2,440	Closed	-$1.31M	–	46
2025 Q2	$1.31M	Sell	2,440 -1,320	-35%	-$575K	0.85%	25
2025 Q1	$1.21M	Hold	3,760	–	–	0.81%	25
2024 Q4	$1.59M	Sell	3,760 -1,510	-29%	-$663K	0.82%	27
2024 Q3	$2.78M	Hold	5,270	–	–	1.08%	22
2024 Q2	$2.19M	Hold	5,270	–	–	0.91%	28
2024 Q1	$2.27M	Hold	5,270	–	–	0.8%	30
2023 Q4	$1.44M	Sell	5,270 -520	-9%	-$96.1K	0.52%	30
2023 Q3	$1.33M	Hold	5,790	–	–	0.56%	30
2023 Q2	$1.26M	Sell	5,790 -4,890	-46%	-$727K	0.45%	34
2023 Q1	$2.11M	Buy	10,680 +530	+5%	+$68.7K	0.75%	30
2022 Q4	$1.58M	Sell	10,150 -10,880	-52%	-$1.27M	0.59%	35
2022 Q3	$2.81M	Hold	21,030	–	–	1.02%	23
2022 Q2	$1.75M	Sell	21,030 -16,640	-44%	-$1.43M	0.84%	23
2022 Q1	$3.35M	Hold	37,670	–	–	1.27%	18
2021 Q4	$4.76M	Hold	37,670	–	–	1.23%	17
2021 Q3	$3.41M	Hold	37,670	–	–	0.97%	20
2021 Q2	$3.68M	Hold	37,670	–	–	1.13%	17
2021 Q1	$2.82M	Buy	37,670 +9,770	+35%	+$624K	1.08%	19
2020 Q4	$1.47M	Hold	27,900	–	–	0.57%	21
2020 Q3	$1.44M	Buy	+27,900	New	+$1.35M	0.71%	19

Other funds holding FIX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

Laurus Investment Counsel's FIX Position: Q3 2025 in Review

Laurus Investment Counsel sold out of Comfort Systems (FIX) in Q3 2025, closing a stake of 2,440 shares — an estimated $1.31M sold.

Laurus Investment Counsel first reported a position in FIX in Q3 2020 and held it in 20 quarters. The position peaked at $4.76M in Q4 2021. 885 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

Laurus Investment Counsel reported no remaining Comfort Systems position as of Q3 2025 after selling out during the quarter.
Laurus Investment Counsel sold 2,440 Comfort Systems shares in Q3 2025, an estimated $1.31M.
Laurus Investment Counsel first reported a position in Comfort Systems in Q3 2020 and held it in 20 quarters.
Laurus Investment Counsel's Comfort Systems position peaked at $4.76M in Q4 2021.
885 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on Laurus Investment Counsel's 13F filing for Q3 2025, filed 3 Nov 2025.