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Rise Advisors’s Comfort Systems FIX Stock Holding History

Rise Advisors’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
-82
Closed -$67.4K – 587
2025
Q3 		$67.4K Hold
82
– – 0.02% 209
2025
Q2 		$43.8K Buy
82
+4
+5% +$1.74K 0.02% 269
2025
Q1 		$25K Sell
78
-60
-43% -$24.2K 0.01% 397
2024
Q4 		$58.7K Hold
138
– – 0.03% 202
2024
Q3 		$54K Hold
138
– – 0.03% 223
2024
Q2 		$42K Hold
138
– – 0.02% 265
2024
Q1 		$43.9K Buy
+138
New +$35.3K 0.02% 251

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Rise Advisors's FIX Position: Q4 2025 in Review

Rise Advisors sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 82 shares — an estimated $67.4K sold.

Rise Advisors first reported a position in FIX in Q1 2024 and held it in 7 quarters. The position peaked at $67.4K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

  • Rise Advisors reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 82 Comfort Systems shares in Q4 2025, an estimated $67.4K.
  • Rise Advisors first reported a position in Comfort Systems in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Comfort Systems position peaked at $67.4K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.