PWM
FIX icon

Parkworth Wealth Management’s Comfort Systems FIX Stock Holding History

Parkworth 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
2025
Q2 		$1.61K Buy
3
+1
+50% +$436 ﹤0.01% 299
2025
Q1 		$645 Hold
2
– – ﹤0.01% 354
2024
Q4 		$848 Buy
+2
New +$878 ﹤0.01% 319

Other funds holding FIX

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

Parkworth Wealth Management's FIX Position: Q2 2025 in Review

Parkworth Wealth Management increased its Comfort Systems (FIX) stake by 50% in Q2 2025, buying an estimated $436 and bringing the position to 3 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Parkworth Wealth Management first reported a position in FIX in Q4 2024 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Comfort Systems worth $1.61K as of Q2 2025.
  • Parkworth Wealth Management bought 1 Comfort Systems share in Q2 2025, an estimated $436.
  • Comfort Systems made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #299 holding.
  • Parkworth Wealth Management first reported a position in Comfort Systems in Q4 2024 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.