Westfield Capital Management
FIX icon

Westfield Capital Management’s Comfort Systems FIX Stock Holding History

Westfield 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
2026
Q2 		$704M Sell
355,433
-265,482
-43% -$482M 2.3% 7
2026
Q1 		$856M Sell
620,915
-47,920
-7% -$60.8M 3.59% 3
2025
Q4 		$624M Sell
668,835
-164,360
-20% -$152M 2.6% 6
2025
Q3 		$688M Sell
833,195
-103,217
-11% -$70M 2.88% 5
2025
Q2 		$502M Buy
936,412
+46,773
+5% +$20.4M 2.11% 8
2025
Q1 		$287M Buy
889,639
+4,512
+0.5% +$1.82M 1.4% 11
2024
Q4 		$375M Buy
885,127
+176,947
+25% +$77.7M 1.63% 11
2024
Q3 		$276M Sell
708,180
-156,689
-18% -$51.6M 1.25% 12
2024
Q2 		$263M Buy
864,869
+197,833
+30% +$62.9M 1.29% 12
2024
Q1 		$212M Buy
667,036
+240,466
+56% +$61.4M 1.11% 15
2023
Q4 		$87.7M Buy
+426,570
New +$78.8M 0.51% 66

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Westfield Capital Management's FIX Position: Q2 2026 in Review

Westfield Capital Management reduced its Comfort Systems (FIX) stake by 43% in Q2 2026, selling an estimated $482M and leaving 355,433 shares worth $704M. The position accounts for 2.3% of the portfolio, ranked #7.

Westfield Capital Management first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. The position peaked at $856M in Q1 2026. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Westfield Capital Management held 355,433 shares of Comfort Systems worth $704M as of Q2 2026.
  • Westfield Capital Management sold 265,482 Comfort Systems shares in Q2 2026, an estimated $482M.
  • Comfort Systems made up 2.3% of Westfield Capital Management's portfolio in Q2 2026, its #7 holding.
  • Westfield Capital Management first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
  • Westfield Capital Management's Comfort Systems position peaked at $856M in Q1 2026.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.