Massachusetts Financial Services’s Comfort Systems FIX Stock Holding History

Massachusetts Financial Services’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	$440M	Buy	220,776 +220,548	+96,732%	+$400M	0.14%	159
2026 Q1	$314K	Buy	+228	New	+$289K	﹤0.01%	918
2023 Q1	–	Sell	-6,965	Closed	-$802K	–	865
2022 Q4	$802K	Sell	6,965 -12,928	-65%	-$1.5M	﹤0.01%	793
2022 Q3	$1.94M	Sell	19,893 -81,479	-80%	-$7.99M	﹤0.01%	730
2022 Q2	$8.43M	Sell	101,372 -11,795	-10%	-$1.01M	﹤0.01%	616
2022 Q1	$10.1M	Buy	113,167 +23,845	+27%	+$2.14M	﹤0.01%	634
2021 Q4	$8.84M	Sell	89,322 -64,582	-42%	-$5.97M	﹤0.01%	668
2021 Q3	$11M	Buy	153,904 +58,120	+61%	+$4.33M	﹤0.01%	668
2021 Q2	$7.55M	Buy	+95,784	New	+$7.81M	﹤0.01%	685

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services's FIX Position: Q2 2026 in Review

Massachusetts Financial Services increased its Comfort Systems (FIX) stake by 96,732% in Q2 2026, buying an estimated $400M and bringing the position to 220,776 shares worth $440M. The position accounts for 0.14% of the portfolio, ranked #159.

Massachusetts Financial Services first reported a position in FIX in Q2 2021 and has held it in 9 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Massachusetts Financial Services held 220,776 shares of Comfort Systems worth $440M as of Q2 2026.
Massachusetts Financial Services bought 220,548 Comfort Systems shares in Q2 2026, an estimated $400M.
Comfort Systems made up 0.14% of Massachusetts Financial Services's portfolio in Q2 2026, its #159 holding.
Massachusetts Financial Services first reported a position in Comfort Systems in Q2 2021 and has held it in 9 quarters since.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.