CPC
FIX icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Consolidated Planning Corp's FIX Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Comfort Systems (FIX) stake by 53% in Q1 2026, selling an estimated $7.48M and leaving 5,167 shares worth $7.13M. The position accounts for 1.16% of the portfolio, ranked #13.

Consolidated Planning Corp first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Consolidated Planning Corp held 5,167 shares of Comfort Systems worth $7.13M as of Q1 2026.
  • Consolidated Planning Corp sold 5,888 Comfort Systems shares in Q1 2026, an estimated $7.48M.
  • Comfort Systems made up 1.16% of Consolidated Planning Corp's portfolio in Q1 2026, its #13 holding.
  • Consolidated Planning Corp first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
  • Consolidated Planning Corp's Comfort Systems position peaked at $10.3M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.