Polen Capital Management
FIX icon

Polen Capital Management’s Comfort Systems FIX Stock Holding History

Polen Capital Management’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
Q2 		– Sell
-1,166
Closed -$376K – 251
2025
Q1 		$376K Buy
+1,166
New +$470K ﹤0.01% 112

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JP Morgan Chase
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Polen Capital Management's FIX Position: Q2 2025 in Review

Polen Capital Management sold out of Comfort Systems (FIX) in Q2 2025, closing a stake of 1,166 shares — an estimated $376K sold.

Polen Capital Management first reported a position in FIX in Q1 2025 and held it in 1 quarter. The position peaked at $376K in Q1 2025. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

  • Polen Capital Management reported no remaining Comfort Systems position as of Q2 2025 after selling out during the quarter.
  • Polen Capital Management sold 1,166 Comfort Systems shares in Q2 2025, an estimated $376K.
  • Polen Capital Management first reported a position in Comfort Systems in Q1 2025 and held it in 1 quarter.
  • Polen Capital Management's Comfort Systems position peaked at $376K in Q1 2025.
  • 754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Polen Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.