Consolidated Planning Corp
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
Q3 		$7.2M Sell
4,352
-989
-19% -$1.66M 0.98% 14
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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Consolidated Planning Corp's FIX Position: Q3 2026 in Review

Consolidated Planning Corp reduced its Comfort Systems (FIX) stake by 19% in Q3 2026, selling an estimated $1.66M and leaving 4,352 shares worth $7.2M. The position accounts for 0.98% of the portfolio, ranked #14.

Consolidated Planning Corp first reported a position in FIX in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.6M in Q2 2026. 386 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • Consolidated Planning Corp held 4,352 shares of Comfort Systems worth $7.2M as of Q3 2026.
  • Consolidated Planning Corp sold 989 Comfort Systems shares in Q3 2026, an estimated $1.66M.
  • Comfort Systems made up 0.98% of Consolidated Planning Corp's portfolio in Q3 2026, its #14 holding.
  • Consolidated Planning Corp first reported a position in Comfort Systems in Q1 2024 and has held it in 11 quarters since.
  • Consolidated Planning Corp's Comfort Systems position peaked at $10.6M in Q2 2026.
  • 386 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.