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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
Q2 		$9.65M Sell
4,868
-395
-8% -$717K 0.06% 293
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's FIX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Comfort Systems (FIX) stake by 7.5% in Q2 2026, selling an estimated $717K and leaving 4,868 shares worth $9.65M. The position accounts for 0.06% of the portfolio, ranked #293.

Integrated Wealth Concepts first reported a position in FIX in Q1 2024 and has held it in 10 quarters since. 1,353 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Integrated Wealth Concepts held 4,868 shares of Comfort Systems worth $9.65M as of Q2 2026.
  • Integrated Wealth Concepts sold 395 Comfort Systems shares in Q2 2026, an estimated $717K.
  • Comfort Systems made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #293 holding.
  • Integrated Wealth Concepts first reported a position in Comfort Systems in Q1 2024 and has held it in 10 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.