SWGC
FIX icon

Summit Wealth Group (Colorado)’s Comfort Systems FIX Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-2,721
Closed -$464K – 392
2025
Q3 		$464K Buy
+2,721
New +$1.84M 0.05% 280

Other funds holding FIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FIX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 2,721 shares — an estimated $464K sold.

Summit Wealth Group (Colorado) first reported a position in FIX in Q3 2025 and held it in 1 quarter. The position peaked at $464K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,721 Comfort Systems shares in Q4 2025, an estimated $464K.
  • Summit Wealth Group (Colorado) first reported a position in Comfort Systems in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Comfort Systems position peaked at $464K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.