Cornerstone Planning Group’s Comfort Systems FIX Stock Holding History

Cornerstone Planning Group’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	–	Sell	-12	Closed	-$21.5K	–	697
2026 Q2	$21.5K	Sell	12 -2	-14%	-$3.63K	﹤0.01%	658
2026 Q1	$25.6K	Buy	14 +5	+56%	+$6.35K	﹤0.01%	594
2025 Q4	$10.5K	Hold	9	–	–	﹤0.01%	787
2025 Q3	$8.68K	Hold	9	–	–	﹤0.01%	813
2025 Q2	$6.23K	Hold	9	–	–	﹤0.01%	671
2025 Q1	$3.2K	Buy	9 +7	+350%	+$2.82K	﹤0.01%	859
2024 Q4	$808	Hold	2	–	–	﹤0.01%	1009
2024 Q3	$792	Buy	+2	New	+$659	﹤0.01%	991
2024 Q1	–	Sell	-12	Closed	-$2.47K	–	1133
2023 Q4	$2.47K	Hold	12	–	–	﹤0.01%	602
2023 Q3	$2.04K	Hold	12	–	–	﹤0.01%	652
2023 Q2	$1.97K	Buy	+12	New	+$1.78K	﹤0.01%	1156
2022 Q4	$1.38K	Buy	+12	New	+$1.4K	﹤0.01%	1285

Other funds holding FIX

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's FIX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Comfort Systems (FIX) in Q3 2026, closing a stake of 12 shares — an estimated $21.5K sold.

Cornerstone Planning Group first reported a position in FIX in Q4 2022 and held it in 12 quarters. The position peaked at $25.6K in Q1 2026. 294 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

Cornerstone Planning Group reported no remaining Comfort Systems position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 12 Comfort Systems shares in Q3 2026, an estimated $21.5K.
Cornerstone Planning Group first reported a position in Comfort Systems in Q4 2022 and held it in 12 quarters.
Cornerstone Planning Group's Comfort Systems position peaked at $25.6K in Q1 2026.
294 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.