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NorthRock Partners’s Comfort Systems FIX Stock Holding History

NorthRock 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
2025
Q4 		– Sell
-1,061
Closed -$876K – 736
2025
Q3 		$876K Buy
1,061
+496
+88% +$336K 0.02% 377
2025
Q2 		$303K Buy
+565
New +$246K 0.01% 528

Other funds holding FIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NorthRock Partners's FIX Position: Q4 2025 in Review

NorthRock Partners sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 1,061 shares — an estimated $876K sold.

NorthRock Partners first reported a position in FIX in Q2 2025 and held it in 2 quarters. The position peaked at $876K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

  • NorthRock Partners reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,061 Comfort Systems shares in Q4 2025, an estimated $876K.
  • NorthRock Partners first reported a position in Comfort Systems in Q2 2025 and held it in 2 quarters.
  • NorthRock Partners's Comfort Systems position peaked at $876K in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.