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Comfort Systems USA shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Comfort Systems USA by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 241 933.29

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Family Wealth Partners

Top funds holding Comfort Systems USA

Vanguard Group
BlackRock
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Capital World Investors
Invesco
State Street Corporation
Geode Capital Management
AQR Capital Management
Westfield Capital Management Company
Jpmorgan Chase & Co
First Trust Advisors
Hanna Zanoni
Millennium Management
AMF Pensionsforsakring AB
Federated Investors

View all funds holding Comfort Systems USA