Venturi Wealth Management »

Comfort Systems USA shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Comfort Systems USA by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 1.3k 825.19
2025-06-30 $1.0M 1.9k 536.21
2025-03-31 $766k 2.4k 322.33
2024-09-30 $1.2k 3 390.67

More positions owned by Venturi Wealth Management

iShares Inc Core Etf (IEMG)
Vanguard S&P 500 ETF Etf (VOO)
Vanguard Growth Index ETF Etf (VUG)
iShares Trust Core Etf (IEFA)
Microsoft Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Capital Group Etf (CGIE)
Vanguard Russell Etf (VTWO)
Alphabet Inc Cap STK Common Stock (GOOGL)
Broadcom Common Stock (AVGO)
Meta Platforms Common Stock (META)
SPDR Portfolio Etf (SPEM)
Capital GRP Fixed Etf (CGMU)
American Centy ETF Etf (AVUV)

View all positions for Venturi Wealth Management

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