Congress Asset Management’s Comfort Systems FIX Stock Holding History

Congress Asset 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	$50.9M	Sell	25,704 -29,488	-53%	-$53.5M	0.31%	100
2026 Q1	$76.1M	Sell	55,192 -27,146	-33%	-$34.5M	0.55%	69
2025 Q4	$76.8M	Sell	82,338 -13,539	-14%	-$12.5M	0.54%	63
2025 Q3	$79.1M	Sell	95,877 -15,568	-14%	-$10.6M	0.53%	67
2025 Q2	$59.8M	Buy	111,445 +3,880	+4%	+$1.69M	0.41%	102
2025 Q1	$34.7M	Buy	107,565 +8,111	+8%	+$3.27M	0.26%	118
2024 Q4	$42.2M	Sell	99,454 -166,516	-63%	-$73.1M	0.29%	115
2024 Q3	$104M	Sell	265,970 -15,543	-6%	-$5.12M	0.71%	67
2024 Q2	$85.6M	Buy	281,513 +10,190	+4%	+$3.24M	0.61%	73
2024 Q1	$86.2M	Buy	271,323 +8,889	+3%	+$2.27M	0.61%	74
2023 Q4	$54M	Buy	262,434 +8,331	+3%	+$1.54M	0.42%	82
2023 Q3	$43.3M	Buy	254,103 +29,556	+13%	+$5.19M	0.38%	82
2023 Q2	$36.9M	Buy	224,547 +10,577	+5%	+$1.57M	0.32%	84
2023 Q1	$31.2M	Buy	213,970 +3,804	+2%	+$493K	0.29%	83
2022 Q4	$24.2M	Buy	210,166 +2,553	+1%	+$297K	0.24%	88
2022 Q3	$20.2M	Buy	207,613 +11,687	+6%	+$1.15M	0.22%	89
2022 Q2	$16.3M	Buy	195,926 +15,887	+9%	+$1.37M	0.16%	103
2022 Q1	$16M	Buy	+180,039	New	+$16.2M	0.14%	110

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