Morgan Stanley’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $635M | Buy |
460,135
+28,462
| +7% | +$36.1M | 0.04% | 452 |
|
|
2025
Q4 | $403M | Buy |
431,673
+86,013
| +25% | +$79.4M | 0.02% | 613 |
|
|
2025
Q3 | $285M | Buy |
345,660
+13,590
| +4% | +$9.21M | 0.02% | 744 |
|
|
2025
Q2 | $178M | Sell |
332,070
-42,009
| -11% | -$18.3M | 0.01% | 940 |
|
|
2025
Q1 | $121M | Buy |
374,079
+44,860
| +14% | +$18.1M | 0.01% | 1117 |
|
|
2024
Q4 | $140M | Buy |
329,219
+13,857
| +4% | +$6.08M | 0.01% | 1032 |
|
|
2024
Q3 | $123M | Sell |
315,362
-19,139
| -6% | -$6.3M | 0.01% | 1092 |
|
|
2024
Q2 | $102M | Sell |
334,501
-20,695
| -6% | -$6.58M | 0.01% | 1172 |
|
|
2024
Q1 | $113M | Sell |
355,196
-456,422
| -56% | -$117M | 0.01% | 1098 |
|
|
2023
Q4 | $167M | Buy |
811,618
+363,731
| +81% | +$67.2M | 0.01% | 1292 |
|
|
2023
Q3 | $76.3M | Buy |
447,887
+43,773
| +11% | +$7.68M | 0.01% | 1242 |
|
|
2023
Q2 | $66.4M | Buy |
404,114
+19,871
| +5% | +$2.95M | 0.01% | 1354 |
|
|
2023
Q1 | $56.1M | Sell |
384,243
-253
| -0.1% | -$32.8K | 0.01% | 1446 |
|
|
2022
Q4 | $44.2M | Buy |
384,496
+136,130
| +55% | +$15.8M | 0.01% | 1596 |
|
|
2022
Q3 | $24.2M | Buy |
248,366
+29,379
| +13% | +$2.88M | ﹤0.01% | 1995 |
|
|
2022
Q2 | $18.2M | Buy |
218,987
+59,341
| +37% | +$5.1M | ﹤0.01% | 2397 |
|
|
2022
Q1 | $14.2M | Sell |
159,646
-124,501
| -44% | -$11.2M | ﹤0.01% | 2484 |
|
|
2021
Q4 | $28.1M | Buy |
284,147
+64,971
| +30% | +$6.01M | ﹤0.01% | 1811 |
|
|
2021
Q3 | $15.6M | Buy |
219,176
+22,822
| +12% | +$1.7M | ﹤0.01% | 2359 |
|
|
2021
Q2 | $15.5M | Sell |
196,354
-9,257
| -5% | -$755K | ﹤0.01% | 2461 |
|
|
2021
Q1 | $15.4M | Sell |
205,611
-91,669
| -31% | -$5.86M | ﹤0.01% | 2196 |
|
|
2020
Q4 | $15.7M | Buy |
297,280
+111,922
| +60% | +$5.81M | ﹤0.01% | 2052 |
|
|
2020
Q3 | $9.55M | Buy |
185,358
+16,588
| +10% | +$805K | ﹤0.01% | 2070 |
|
|
2020
Q2 | $6.88M | Sell |
168,770
-19,748
| -10% | -$702K | ﹤0.01% | 2337 |
|
|
2020
Q1 | $6.89M | Sell |
188,518
-317,533
| -63% | -$14.1M | ﹤0.01% | 2137 |
|
|
2019
Q4 | $25.2M | Buy |
506,051
+362,637
| +253% | +$17.6M | 0.01% | 1455 |
|
|
2019
Q3 | $6.34M | Sell |
143,414
-29,327
| -17% | -$1.28M | ﹤0.01% | 2618 |
|
|
2019
Q2 | $8.81M | Buy |
172,741
+156,214
| +945% | +$8.04M | ﹤0.01% | 2303 |
|
|
2019
Q1 | $865K | Sell |
16,527
-436,695
| -96% | -$21.8M | ﹤0.01% | 4214 |
|
|
2018
Q4 | $19.8M | Buy |
453,222
+132,758
| +41% | +$6.79M | 0.01% | 1469 |
|
|
2018
Q3 | $18.1M | Buy |
320,464
+57,462
| +22% | +$3.08M | ﹤0.01% | 1786 |
|
|
2018
Q2 | $12M | Buy |
263,002
+51,080
| +24% | +$2.28M | ﹤0.01% | 2156 |
|
|
2018
Q1 | $8.74M | Sell |
211,922
-44,644
| -17% | -$1.88M | ﹤0.01% | 2467 |
|
|
2017
Q4 | $11.2M | Sell |
256,566
-34,689
| -12% | -$1.42M | ﹤0.01% | 2295 |
|
|
2017
Q3 | $10.4M | Buy |
291,255
+85,809
| +42% | +$2.96M | ﹤0.01% | 2229 |
|
|
2017
Q2 | $7.62M | Sell |
205,446
-52,951
| -20% | -$1.88M | ﹤0.01% | 2434 |
|
|
2017
Q1 | $9.47M | Sell |
258,397
-11,522
| -4% | -$400K | ﹤0.01% | 2248 |
|
|
2016
Q4 | $8.99M | Buy |
269,919
+56,674
| +27% | +$1.77M | ﹤0.01% | 2365 |
|
|
2016
Q3 | $6.25M | Sell |
213,245
-74,253
| -26% | -$2.21M | ﹤0.01% | 2453 |
|
|
2016
Q2 | $9.36M | Sell |
287,498
-79,747
| -22% | -$2.54M | ﹤0.01% | 2030 |
|
|
2016
Q1 | $11.7M | Sell |
367,245
-83,377
| -19% | -$2.36M | ﹤0.01% | 1733 |
|
|
2015
Q4 | $12.8M | Buy |
450,622
+161,044
| +56% | +$4.9M | ﹤0.01% | 1771 |
|
|
2015
Q3 | $7.89M | Sell |
289,578
-18,331
| -6% | -$491K | ﹤0.01% | 2210 |
|
|
2015
Q2 | $7.07M | Buy |
307,909
+266,125
| +637% | +$5.85M | ﹤0.01% | 2466 |
|
|
2015
Q1 | $879K | Buy |
41,784
+32,771
| +364% | +$584K | ﹤0.01% | 4232 |
|
|
2014
Q4 | $154K | Sell |
9,013
-67,246
| -88% | -$1.01M | ﹤0.01% | 5357 |
|
|
2014
Q3 | $1.03M | Sell |
76,259
-65,546
| -46% | -$988K | ﹤0.01% | 4003 |
|
|
2014
Q2 | $2.24M | Buy |
141,805
+37,093
| +35% | +$580K | ﹤0.01% | 3399 |
|
|
2014
Q1 | $1.6M | Sell |
104,712
-193,990
| -65% | -$3.31M | ﹤0.01% | 3621 |
|
|
2013
Q4 | $5.79M | Buy |
298,702
+114,087
| +62% | +$2.16M | ﹤0.01% | 2440 |
|
|
2013
Q3 | $3.1M | Buy |
184,615
+25,487
| +16% | +$408K | ﹤0.01% | 2872 |
|
|
2013
Q2 | $2.37M | Buy |
+159,128
| New | +$2.17M | ﹤0.01% | 3020 |
|
Other funds holding FIX
VCM
VPM
