UFPG
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United Financial Planning Group’s Comfort Systems FIX Stock Holding History

United Financial 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 		$3.96K Hold
2
– – ﹤0.01% 412
2026
Q1 		$2.76K Hold
2
– – ﹤0.01% 406
2025
Q4 		$1.87K Buy
+2
New +$1.85K ﹤0.01% 336

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Financial Planning Group's FIX Position: Q2 2026 in Review

United Financial Planning Group held its Comfort Systems (FIX) position steady in Q2 2026 at 2 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

United Financial Planning Group first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • United Financial Planning Group held 2 shares of Comfort Systems worth $3.96K as of Q2 2026.
  • United Financial Planning Group left its Comfort Systems share count unchanged in Q2 2026.
  • Comfort Systems made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #412 holding.
  • United Financial Planning Group first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.