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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Planning Group's FIX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Comfort Systems (FIX) stake by 14% in Q2 2026, selling an estimated $3.63K and leaving 12 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Cornerstone Planning Group first reported a position in FIX in Q4 2022 and has held it in 12 quarters since. The position peaked at $25.6K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Cornerstone Planning Group held 12 shares of Comfort Systems worth $21.5K as of Q2 2026.
Cornerstone Planning Group sold 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
Comfort Systems made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #658 holding.
Cornerstone Planning Group first reported a position in Comfort Systems in Q4 2022 and has held it in 12 quarters since.
Cornerstone Planning Group's Comfort Systems position peaked at $25.6K in Q1 2026.
1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.