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Creative Planning FIX Position History
Comfort Systems USA, Inc. • Industrials
Quarters held
10
Latest value
$55.6M
Q3 2026
Peak value
$66.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17M |
| Q3 2025 | $707K |
| Q4 2025 | $23.8M |
| Q4 2025 | $816K |
| Q1 2026 | $1.2M |
| Q1 2026 | $43.4M |
| Q2 2026 | $1.8M |
| Q2 2026 | $66.6M |
| Q3 2026 | $1.4M |
| Q3 2026 | $55.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $55.6M | 33.6K | — | — |
| Q3 2026 | $1.4M | 876 | — | — |
| Q2 2026 | $66.6M | 33.6K | — | — |
| Q2 2026 | $1.8M | 891 | — | — |
| Q1 2026 | $43.4M | 31.5K | — | — |
| Q1 2026 | $1.2M | 882 | — | — |
| Q4 2025 | $816K | 874 | — | — |
| Q4 2025 | $23.8M | 25.5K | — | — |
| Q3 2025 | $707K | 857 | — | — |
| Q3 2025 | $17M | 20.7K | — | — |