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Comfort Systems USA shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Comfort Systems USA

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All positions including Comfort Systems USA held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Comfort Systems USA by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8k 2 1379.00

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Comfort Systems USA

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
Geode Capital Management
AQR Capital Management
Capital World Investors
Westfield Capital Management Company
Invesco
Morgan Stanley
First Trust Advisors
Capital Research and Management Company - Division 3
Northern Trust

View all funds holding Comfort Systems USA