Creative Planning’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.6M | Buy |
32,344
+5,958
| +23% | +$7.56M | 0.03% | 238 |
|
|
2025
Q4 | $24.6M | Buy |
26,386
+4,872
| +23% | +$4.5M | 0.02% | 318 |
|
|
2025
Q3 | $17.8M | Buy |
21,514
+4,092
| +23% | +$2.77M | 0.01% | 392 |
|
|
2025
Q2 | $9.34M | Buy |
17,422
+2,365
| +16% | +$1.03M | 0.01% | 529 |
|
|
2025
Q1 | $4.85M | Buy |
15,057
+1,506
| +11% | +$607K | ﹤0.01% | 719 |
|
|
2024
Q4 | $5.75M | Buy |
13,551
+884
| +7% | +$388K | 0.01% | 618 |
|
|
2024
Q3 | $4.94M | Sell |
12,667
-1,603
| -11% | -$528K | ﹤0.01% | 641 |
|
|
2024
Q2 | $4.34M | Buy |
14,270
+1,318
| +10% | +$419K | ﹤0.01% | 676 |
|
|
2024
Q1 | $4.12M | Buy |
12,952
+1,744
| +16% | +$446K | ﹤0.01% | 676 |
|
|
2023
Q4 | $2.31M | Buy |
11,208
+1,736
| +18% | +$321K | ﹤0.01% | 866 |
|
|
2023
Q3 | $1.61M | Buy |
9,472
+865
| +10% | +$152K | ﹤0.01% | 949 |
|
|
2023
Q2 | $1.41M | Buy |
8,607
+1,027
| +14% | +$153K | ﹤0.01% | 968 |
|
|
2023
Q1 | $1.11M | Buy |
7,580
+1,224
| +19% | +$159K | ﹤0.01% | 1027 |
|
|
2022
Q4 | $731K | Buy |
6,356
+1,345
| +27% | +$156K | ﹤0.01% | 1198 |
|
|
2022
Q3 | $488K | Sell |
5,011
-1,454
| -22% | -$143K | ﹤0.01% | 1347 |
|
|
2022
Q2 | $538K | Buy |
6,465
+27
| +0.4% | +$2.32K | ﹤0.01% | 1273 |
|
|
2022
Q1 | $573K | Buy |
6,438
+461
| +8% | +$41.4K | ﹤0.01% | 1256 |
|
|
2021
Q4 | $591K | Sell |
5,977
-410
| -6% | -$37.9K | ﹤0.01% | 1211 |
|
|
2021
Q3 | $456K | Sell |
6,387
-1
| -0% | -$74 | ﹤0.01% | 1351 |
|
|
2021
Q2 | $503K | Sell |
6,388
-233
| -4% | -$19K | ﹤0.01% | 1279 |
|
|
2021
Q1 | $495K | Buy |
6,621
+405
| +7% | +$25.9K | ﹤0.01% | 1447 |
|
|
2020
Q4 | $327K | Sell |
6,216
-99
| -2% | -$5.13K | ﹤0.01% | 1564 |
|
|
2020
Q3 | $325K | Buy |
+6,315
| New | +$306K | ﹤0.01% | 1371 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$4K | – | 2504 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 4089 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 4044 |
|
|
2016
Q4 | $3K | Sell |
100
-4,784
| -98% | -$149K | ﹤0.01% | 4142 |
|
|
2016
Q3 | $143K | Hold |
4,884
| – | – | ﹤0.01% | 1606 |
|
|
2016
Q2 | $159K | Sell |
4,884
-218
| -4% | -$6.95K | ﹤0.01% | 1382 |
|
|
2016
Q1 | $162K | Buy |
5,102
+285
| +6% | +$8.06K | ﹤0.01% | 1323 |
|
|
2015
Q4 | $137K | Sell |
4,817
-2,689
| -36% | -$81.8K | ﹤0.01% | 1451 |
|
|
2015
Q3 | $205K | Sell |
7,506
-9,086
| -55% | -$243K | ﹤0.01% | 1180 |
|
|
2015
Q2 | $381K | Sell |
16,592
-14,605
| -47% | -$321K | ﹤0.01% | 739 |
|
|
2015
Q1 | $656K | Sell |
31,197
-22,112
| -41% | -$394K | 0.01% | 617 |
|
|
2014
Q4 | $913K | Sell |
53,309
-6,776
| -11% | -$102K | 0.01% | 482 |
|
|
2014
Q3 | $814K | Sell |
60,085
-3,004
| -5% | -$45.3K | 0.01% | 476 |
|
|
2014
Q2 | $997K | Sell |
63,089
-653
| -1% | -$10.2K | 0.01% | 387 |
|
|
2014
Q1 | $971K | Hold |
63,742
| – | – | 0.01% | 378 |
|
|
2013
Q4 | $1.24M | Sell |
63,742
-702
| -1% | -$13.3K | 0.02% | 263 |
|
|
2013
Q3 | $1.08M | Sell |
64,444
-857
| -1% | -$13.7K | 0.02% | 246 |
|
|
2013
Q2 | $974K | Buy |
+65,301
| New | +$889K | 0.02% | 238 |
|
Other funds holding FIX
VCM
VPM
Creative Planning's FIX Position: Q1 2026 in Review
Creative Planning increased its Comfort Systems (FIX) stake by 23% in Q1 2026, buying an estimated $7.56M and bringing the position to 32,344 shares worth $44.6M. The position accounts for 0.03% of the portfolio, ranked #238.
Creative Planning first reported a position in FIX in Q2 2013 and has held it in 40 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.
- Creative Planning held 32,344 shares of Comfort Systems worth $44.6M as of Q1 2026.
- Creative Planning bought 5,958 Comfort Systems shares in Q1 2026, an estimated $7.56M.
- Comfort Systems made up 0.03% of Creative Planning's portfolio in Q1 2026, its #238 holding.
- Creative Planning first reported a position in Comfort Systems in Q2 2013 and has held it in 40 quarters since.
- 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.