CWM
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Congress Wealth Management’s Comfort Systems FIX Stock Holding History

Congress Wealth 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
2025
Q2 		$12.4M Buy
23,080
+713
+3% +$311K 0.12% 203
2025
Q1 		$7.21M Buy
22,367
+1,532
+7% +$618K 0.09% 265
2024
Q4 		$8.84M Sell
20,835
-26,216
-56% -$11.5M 0.12% 214
2024
Q3 		$18.4M Sell
47,051
-6,139
-12% -$2.02M 0.24% 113
2024
Q2 		$16.2M Buy
53,190
+109
+0.2% +$34.6K 0.26% 107
2024
Q1 		$16.9M Sell
53,081
-3,881
-7% -$991K 0.29% 95
2023
Q4 		$11.7M Sell
56,962
-7,607
-12% -$1.41M 0.22% 137
2023
Q3 		$11M Buy
64,569
+3,504
+6% +$615K 0.23% 130
2023
Q2 		$10M Buy
61,065
+2,349
+4% +$349K 0.23% 135
2023
Q1 		$8.57M Sell
58,716
-981
-2% -$127K 0.21% 144
2022
Q4 		$6.87M Sell
59,697
-1,511
-2% -$176K 0.18% 160
2022
Q3 		$5.96M Buy
61,208
+1,890
+3% +$185K 0.16% 167
2022
Q2 		$4.93M Sell
59,318
-523
-0.9% -$45K 0.13% 186
2022
Q1 		$5.33M Buy
+59,841
New +$5.37M 0.12% 200

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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

Congress Wealth Management's FIX Position: Q2 2025 in Review

Congress Wealth Management increased its Comfort Systems (FIX) stake by 3.2% in Q2 2025, buying an estimated $311K and bringing the position to 23,080 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #203.

Congress Wealth Management first reported a position in FIX in Q1 2022 and has held it in 14 quarters since. The position peaked at $18.4M in Q3 2024. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

  • Congress Wealth Management held 23,080 shares of Comfort Systems worth $12.4M as of Q2 2025.
  • Congress Wealth Management bought 713 Comfort Systems shares in Q2 2025, an estimated $311K.
  • Comfort Systems made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #203 holding.
  • Congress Wealth Management first reported a position in Comfort Systems in Q1 2022 and has held it in 14 quarters since.
  • Congress Wealth Management's Comfort Systems position peaked at $18.4M in Q3 2024.
  • 754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.