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Comfort Systems USA shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Comfort Systems USA by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 5.4k 977.75
2025-06-30 $4.7M 6.6k 718.59
2025-03-31 $2.2M 5.5k 397.53
2024-12-31 $1.8M 4.1k 440.07
2024-09-30 $1.0M 2.5k 411.93
2024-06-30 $902k 3.0k 300.93

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Top funds holding Comfort Systems USA

BlackRock
Vanguard Group
FMR
Capital World Investors
Invesco
State Street Corporation
Geode Capital Management
AQR Capital Management
Westfield Capital Management Company
Jpmorgan Chase & Co
First Trust Advisors
Baillie Gifford & Co
Hanna Zanoni
Millennium Management
Morgan Stanley

View all funds holding Comfort Systems USA