Connecticut Wealth Management’s Comfort Systems FIX Stock Holding History

Connecticut 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
2026 Q2	$529K	Sell	267 -221	-45%	-$401K	0.02%	231
2026 Q1	$673K	Hold	488	–	–	0.03%	198
2025 Q4	$455K	Sell	488 -102	-17%	-$94.2K	0.02%	234
2025 Q3	$487K	Hold	590	–	–	0.02%	235
2025 Q2	$316K	Buy	+590	New	+$257K	0.02%	253
2025 Q1	–	Sell	-590	Closed	-$250K	–	310
2024 Q4	$250K	Hold	590	–	–	0.01%	246
2024 Q3	$230K	Buy	+590	New	+$194K	0.01%	295

Other funds holding FIX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SGAM

Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Connecticut Wealth Management's FIX Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Comfort Systems (FIX) stake by 45% in Q2 2026, selling an estimated $401K and leaving 267 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #231.

Connecticut Wealth Management first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. The position peaked at $673K in Q1 2026. 632 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Connecticut Wealth Management held 267 shares of Comfort Systems worth $529K as of Q2 2026.
Connecticut Wealth Management sold 221 Comfort Systems shares in Q2 2026, an estimated $401K.
Comfort Systems made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #231 holding.
Connecticut Wealth Management first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
Connecticut Wealth Management's Comfort Systems position peaked at $673K in Q1 2026.
632 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.