CFP
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Comprehensive Financial Planning’s Comfort Systems FIX Stock Holding History

Comprehensive Financial Planning’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 		$347K Buy
+175
New +$318K 0.18% 103
2026
Q1 		– Sell
-305
Closed -$285K – 409
2025
Q4 		$285K Buy
305
+26
+9% +$24K 0.19% 92
2025
Q3 		$230K Buy
+279
New +$189K 0.16% 94
2025
Q1 		– Sell
-463
Closed -$196K – 344
2024
Q4 		$196K Buy
+463
New +$203K 0.17% 85

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

Comprehensive Financial Planning's FIX Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in Comfort Systems (FIX) in Q2 2026: 175 shares worth $347K. The stake represents 0.18% of the portfolio and ranks #103 among its holdings. This is a return to the name: Comprehensive Financial Planning previously reported a position in FIX as recently as Q4 2025.

Comprehensive Financial Planning first reported a position in FIX in Q4 2024 and has held it in 4 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Comprehensive Financial Planning held 175 shares of Comfort Systems worth $347K as of Q2 2026.
  • Comfort Systems was a new Comprehensive Financial Planning position in Q2 2026.
  • Comfort Systems made up 0.18% of Comprehensive Financial Planning's portfolio in Q2 2026, its #103 holding.
  • Comprehensive Financial Planning first reported a position in Comfort Systems in Q4 2024 and has held it in 4 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.