CPC
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Consolidated Planning Corp’s Comfort Systems FIX Stock Holding History

Consolidated Planning Corp’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 		$10.6M Buy
5,341
+174
+3% +$316K 1.43% 14
2026
Q1 		$7.13M Sell
5,167
-5,888
-53% -$7.48M 1.16% 13
2025
Q4 		$10.3M Buy
11,055
+4,746
+75% +$4.38M 1.04% 21
2025
Q3 		$5.21M Sell
6,309
-910
-13% -$617K 0.55% 59
2025
Q2 		$3.87M Buy
7,219
+807
+13% +$352K 0.49% 72
2025
Q1 		$2.07M Buy
6,412
+1,629
+34% +$657K 0.28% 82
2024
Q4 		$2.03M Buy
4,783
+1,573
+49% +$691K 0.28% 74
2024
Q3 		$1.25M Buy
3,210
+1,312
+69% +$432K 0.19% 82
2024
Q2 		$577K Buy
1,898
+534
+39% +$170K 0.1% 108
2024
Q1 		$433K Buy
+1,364
New +$348K 0.07% 112

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

Consolidated Planning Corp's FIX Position: Q2 2026 in Review

Consolidated Planning Corp increased its Comfort Systems (FIX) stake by 3.4% in Q2 2026, buying an estimated $316K and bringing the position to 5,341 shares worth $10.6M. The position accounts for 1.43% of the portfolio, ranked #14.

Consolidated Planning Corp first reported a position in FIX in Q1 2024 and has held it in 10 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Consolidated Planning Corp held 5,341 shares of Comfort Systems worth $10.6M as of Q2 2026.
  • Consolidated Planning Corp bought 174 Comfort Systems shares in Q2 2026, an estimated $316K.
  • Comfort Systems made up 1.43% of Consolidated Planning Corp's portfolio in Q2 2026, its #14 holding.
  • Consolidated Planning Corp first reported a position in Comfort Systems in Q1 2024 and has held it in 10 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.