Austin Private Wealth’s Comfort Systems FIX Stock Holding History

Austin Private Wealth’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	-259	Closed	-$214K	–	307
2025 Q3	$214K	Buy	+259	New	+$176K	0.02%	281

Other funds holding FIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Austin Private Wealth's FIX Position: Q4 2025 in Review

Austin Private Wealth sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 259 shares — an estimated $214K sold.

Austin Private Wealth first reported a position in FIX in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

Austin Private Wealth reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
Austin Private Wealth sold 259 Comfort Systems shares in Q4 2025, an estimated $214K.
Austin Private Wealth first reported a position in Comfort Systems in Q3 2025 and held it in 1 quarter.
Austin Private Wealth's Comfort Systems position peaked at $214K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.