EF
FIX icon

Empowered Funds’s Comfort Systems FIX Stock Holding History

Empowered Funds’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
Q1 		$49M Buy
+35,511
New +$45.1M 0.31% 54
2025
Q4 		– Sell
-48,295
Closed -$39.9M – 1304
2025
Q3 		$39.9M Buy
48,295
+2,812
+6% +$1.91M 0.4% 27
2025
Q2 		$24.4M Buy
45,483
+11,479
+34% +$5M 0.28% 63
2025
Q1 		$11M Buy
34,004
+31,295
+1,155% +$12.6M 0.16% 136
2024
Q4 		$1.15M Buy
+2,709
New +$1.19M 0.02% 932
2024
Q3 		– Sell
-14,094
Closed -$4.29M – 1418
2024
Q2 		$4.29M Buy
14,094
+863
+7% +$274K 0.07% 376
2024
Q1 		$4.2M Sell
13,231
-2,451
-16% -$626K 0.08% 365
2023
Q4 		$3.23M Sell
15,682
-904
-5% -$167K 0.08% 361
2023
Q3 		$2.83M Sell
16,586
-2,394
-13% -$420K 0.08% 330
2023
Q2 		$3.12M Buy
+18,980
New +$2.82M 0.11% 255
2020
Q4 		– Sell
-56,904
Closed -$2.93M – 179
2020
Q3 		$2.93M Buy
+56,904
New +$2.76M 0.91% 23

Other funds holding FIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return