PWMG
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Private Wealth Management Group’s Comfort Systems FIX Stock Holding History

Private Wealth Management Group’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 		$15.2K Sell
11
-2
-15% -$2.54K ﹤0.01% 399
2025
Q4 		$12.1K Sell
13
-1
-7% -$923 ﹤0.01% 460
2025
Q3 		$11.6K Sell
14
-2
-13% -$1.35K ﹤0.01% 468
2025
Q2 		$8.58K Hold
16
– – ﹤0.01% 543
2025
Q1 		$5.16K Hold
16
– – ﹤0.01% 716
2024
Q4 		$6.79K Hold
16
– – ﹤0.01% 619
2024
Q3 		$6.25K Hold
16
– – ﹤0.01% 642
2024
Q2 		$4.87K Hold
16
– – ﹤0.01% 715
2024
Q1 		$5.08K Hold
16
– – ﹤0.01% 619
2023
Q4 		$3.29K Buy
+16
New +$2.96K ﹤0.01% 762

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VCM
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VPM
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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 $1.47T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return