Congress Asset Management
FIX icon

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
Q3 		$15.5M Sell
9,376
-16,328
-64% -$27.4M 0.1% 181
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

Other funds holding FIX

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Congress Asset Management's FIX Position: Q3 2026 in Review

Congress Asset Management reduced its Comfort Systems (FIX) stake by 64% in Q3 2026, selling an estimated $27.4M and leaving 9,376 shares worth $15.5M. The position accounts for 0.1% of the portfolio, ranked #181.

Congress Asset Management first reported a position in FIX in Q1 2022 and has held it in 19 quarters since. The position peaked at $104M in Q3 2024. 249 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Congress Asset Management held 9,376 shares of Comfort Systems worth $15.5M as of Q3 2026.
  • Congress Asset Management sold 16,328 Comfort Systems shares in Q3 2026, an estimated $27.4M.
  • Comfort Systems made up 0.1% of Congress Asset Management's portfolio in Q3 2026, its #181 holding.
  • Congress Asset Management first reported a position in Comfort Systems in Q1 2022 and has held it in 19 quarters since.
  • Congress Asset Management's Comfort Systems position peaked at $104M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.