JWM
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JGP Wealth Management’s Comfort Systems FIX Stock Holding History

JGP 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 		$18.8M Sell
9,502
-2
-0% -$3.63K 1.69% 11
2026
Q1 		$13.1M Buy
9,504
+134
+1% +$170K 1.36% 19
2025
Q4 		$8.74M Buy
9,370
+113
+1% +$104K 0.91% 32
2025
Q3 		$7.71M Buy
+9,257
New +$6.27M 0.85% 34

Other funds holding FIX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
PWS
Peterson Wealth Services South Ogden, Utah $459M AUM 42.99% 1-Year Est. Return

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

JGP Wealth Management reduced its Comfort Systems (FIX) stake by 0.02% in Q2 2026, selling an estimated $3.63K and leaving 9,502 shares worth $18.8M. The position accounts for 1.69% of the portfolio, ranked #11.

JGP Wealth Management first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • JGP Wealth Management held 9,502 shares of Comfort Systems worth $18.8M as of Q2 2026.
  • JGP Wealth Management sold 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
  • Comfort Systems made up 1.69% of JGP Wealth Management's portfolio in Q2 2026, its #11 holding.
  • JGP Wealth Management first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 379 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.