Fiduciary Planning’s Comfort Systems FIX Stock Holding History

Fiduciary Planning’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
2025 Q4	–	Sell	-400	Closed	-$330K	–	77
2025 Q3	$330K	Hold	400	–	–	0.1%	61
2025 Q2	$214K	Buy	+400	New	+$174K	0.07%	76

Other funds holding FIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Planning's FIX Position: Q4 2025 in Review

Fiduciary Planning sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 400 shares — an estimated $330K sold.

Fiduciary Planning first reported a position in FIX in Q2 2025 and held it in 2 quarters. The position peaked at $330K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

Fiduciary Planning reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
Fiduciary Planning sold 400 Comfort Systems shares in Q4 2025, an estimated $330K.
Fiduciary Planning first reported a position in Comfort Systems in Q2 2025 and held it in 2 quarters.
Fiduciary Planning's Comfort Systems position peaked at $330K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Fiduciary Planning's 13F filing for Q4 2025, filed 22 Jan 2026.