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Ridgewood Investments’s Comfort Systems FIX Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-22
Closed -$11.8K – 373
2025
Q2 		$11.8K Hold
22
– – 0.01% 500
2025
Q1 		$7.09K Hold
22
– – ﹤0.01% 523
2024
Q4 		$9.33K Hold
22
– – ﹤0.01% 503
2024
Q3 		$8.59K Hold
22
– – ﹤0.01% 523
2024
Q2 		$6.81K Buy
+22
New +$6.99K ﹤0.01% 557
2023
Q3 		– Sell
-22
Closed -$3.68K – 387
2023
Q2 		$3.68K Hold
22
– – ﹤0.01% 634
2023
Q1 		$3.27K Buy
+22
New +$2.85K ﹤0.01% 646

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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

Ridgewood Investments's FIX Position: Q3 2025 in Review

Ridgewood Investments sold out of Comfort Systems (FIX) in Q3 2025, closing a stake of 22 shares — an estimated $11.8K sold.

Ridgewood Investments first reported a position in FIX in Q1 2023 and held it in 7 quarters. The position peaked at $11.8K in Q2 2025. 887 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

  • Ridgewood Investments reported no remaining Comfort Systems position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 22 Comfort Systems shares in Q3 2025, an estimated $11.8K.
  • Ridgewood Investments first reported a position in Comfort Systems in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Comfort Systems position peaked at $11.8K in Q2 2025.
  • 887 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.