IWC
FIX icon

Integrated Wealth Concepts’s Comfort Systems FIX Stock Holding History

Integrated Wealth Concepts’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 		$7.26M Buy
5,263
+1,558
+42% +$1.98M 0.06% 311
2025
Q4 		$3.46M Sell
3,705
-740
-17% -$683K 0.04% 389
2025
Q3 		$3.67M Buy
4,445
+811
+22% +$550K 0.03% 469
2025
Q2 		$1.95M Buy
3,634
+1,851
+104% +$806K 0.02% 624
2025
Q1 		$575K Sell
1,783
-375
-17% -$151K 0.01% 1085
2024
Q4 		$915K Buy
2,158
+181
+9% +$79.5K 0.01% 859
2024
Q3 		$772K Sell
1,977
-162
-8% -$53.4K 0.01% 906
2024
Q2 		$650K Buy
2,139
+966
+82% +$307K 0.01% 941
2024
Q1 		$373K Buy
+1,173
New +$300K 0.01% 1193

Other funds holding FIX

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Integrated Wealth Concepts's FIX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Comfort Systems (FIX) stake by 42% in Q1 2026, buying an estimated $1.98M and bringing the position to 5,263 shares worth $7.26M. The position accounts for 0.06% of the portfolio, ranked #311.

Integrated Wealth Concepts first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Integrated Wealth Concepts held 5,263 shares of Comfort Systems worth $7.26M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,558 Comfort Systems shares in Q1 2026, an estimated $1.98M.
  • Comfort Systems made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #311 holding.
  • Integrated Wealth Concepts first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.