Moody Aldrich Partners’s Comfort Systems FIX Stock Holding History

Moody Aldrich 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 Q2	$545K	Sell	275 -2	-0.7%	-$3.63K	0.1%	129
2026 Q1	$382K	Sell	277 -7	-2%	-$8.89K	0.07%	147
2025 Q4	$265K	Hold	284	–	–	0.05%	166
2025 Q3	$234K	Buy	+284	New	+$192K	0.04%	172
2025 Q1	–	Sell	-928	Closed	-$394K	–	183
2024 Q4	$394K	Sell	928 -2	-0.2%	-$878	0.07%	141
2024 Q3	$363K	Sell	930 -3	-0.3%	-$988	0.07%	147
2024 Q2	$284K	Sell	933 -15,833	-94%	-$5.03M	0.06%	175
2024 Q1	$5.33M	Sell	16,766 -5,463	-25%	-$1.4M	0.91%	38
2023 Q4	$4.57M	Sell	22,229 -2,349	-10%	-$434K	0.82%	52
2023 Q3	$4.19M	Buy	24,578 +996	+4%	+$175K	0.79%	52
2023 Q2	$3.87M	Sell	23,582 -31,123	-57%	-$4.63M	0.75%	52
2023 Q1	$7.98M	Sell	54,705 -2,121	-4%	-$275K	1.61%	8
2022 Q4	$6.54M	Sell	56,826 -1,462	-3%	-$170K	1.33%	21
2022 Q3	$5.67M	Sell	58,288 -123	-0.2%	-$12.1K	1.17%	26
2022 Q2	$4.86M	Sell	58,411 -8,717	-13%	-$750K	0.95%	46
2022 Q1	$5.97M	Buy	67,128 +7,167	+12%	+$643K	0.84%	49
2021 Q4	$5.93M	Sell	59,961 -10,998	-15%	-$1.02M	0.83%	58
2021 Q3	$5.06M	Sell	70,959 -27,946	-28%	-$2.08M	0.64%	69
2021 Q2	$7.79M	Sell	98,905 -1,314	-1%	-$107K	1.1%	29
2021 Q1	$7.49M	Buy	100,219 +46,173	+85%	+$2.95M	1.08%	33
2020 Q4	$2.85M	Buy	54,046 +43	+0.1%	+$2.23K	0.46%	83
2020 Q3	$2.78M	Buy	54,003 +1,312	+2%	+$63.7K	0.58%	80
2020 Q2	$2.15M	Buy	52,691 +7,688	+17%	+$273K	0.46%	83
2020 Q1	$1.65M	Sell	45,003 -126	-0.3%	-$5.58K	0.5%	74
2019 Q4	$2.25M	Buy	45,129 +704	+2%	+$34.2K	0.46%	85
2019 Q3	$1.97M	Buy	+44,425	New	+$1.94M	0.52%	72

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

Moody Aldrich Partners's FIX Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Comfort Systems (FIX) stake by 0.72% in Q2 2026, selling an estimated $3.63K and leaving 275 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #129.

Moody Aldrich Partners first reported a position in FIX in Q3 2019 and has held it in 26 quarters since. The position peaked at $7.98M in Q1 2023. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Moody Aldrich Partners held 275 shares of Comfort Systems worth $545K as of Q2 2026.
Moody Aldrich Partners sold 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
Comfort Systems made up 0.1% of Moody Aldrich Partners's portfolio in Q2 2026, its #129 holding.
Moody Aldrich Partners first reported a position in Comfort Systems in Q3 2019 and has held it in 26 quarters since.
Moody Aldrich Partners's Comfort Systems position peaked at $7.98M in Q1 2023.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.