IWA
FIX icon

Icon Wealth Advisors’s Comfort Systems FIX Stock Holding History

Icon Wealth Advisors’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
Q4 		– Sell
-122
Closed -$101K – 450
2025
Q3 		$101K Buy
+122
New +$82.7K 0.01% 512
2025
Q1 		– Sell
-953
Closed -$404K – 493
2024
Q4 		$404K Buy
953
+72
+8% +$31.6K 0.03% 249
2024
Q3 		$344K Buy
+881
New +$290K 0.03% 271

Other funds holding FIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Advisors's FIX Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 122 shares — an estimated $101K sold.

Icon Wealth Advisors first reported a position in FIX in Q3 2024 and held it in 3 quarters. The position peaked at $404K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 122 Comfort Systems shares in Q4 2025, an estimated $101K.
  • Icon Wealth Advisors first reported a position in Comfort Systems in Q3 2024 and held it in 3 quarters.
  • Icon Wealth Advisors's Comfort Systems position peaked at $404K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.