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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
Q2 		$19.8K Sell
10
-1
-9% -$1.81K ﹤0.01% 389
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

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's FIX Position: Q2 2026 in Review

Private Wealth Management Group reduced its Comfort Systems (FIX) stake by 9.1% in Q2 2026, selling an estimated $1.81K and leaving 10 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Private Wealth Management Group first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Private Wealth Management Group held 10 shares of Comfort Systems worth $19.8K as of Q2 2026.
  • Private Wealth Management Group sold 1 Comfort Systems share in Q2 2026, an estimated $1.81K.
  • Comfort Systems made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #389 holding.
  • Private Wealth Management Group first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.