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Beta Wealth Group’s Comcast CMCSA Stock Holding History

Beta Wealth Group’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,608
Closed -$247K – 115
2026
Q1 		$247K Buy
8,608
+1,208
+16% +$36.1K 0.1% 107
2025
Q4 		$221K Buy
+7,400
New +$211K 0.09% 111
2023
Q1 		– Sell
-6,000
Closed -$210K – 102
2022
Q4 		$210K Buy
+6,000
New +$198K 0.14% 95
2022
Q3 		– Sell
-5,400
Closed -$212K – 91
2022
Q2 		$212K Buy
5,400
+100
+2% +$4.29K 0.14% 84
2022
Q1 		$248K Buy
+5,300
New +$255K 0.17% 79
2021
Q3 		– Sell
-4,200
Closed -$240K – 64
2021
Q2 		$240K Buy
4,200
+268
+7% +$15K 0.17% 57
2021
Q1 		$213K Buy
+3,932
New +$208K 0.15% 56

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beta Wealth Group's CMCSA Position: Q2 2026 in Review

Beta Wealth Group sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 8,608 shares — an estimated $247K sold.

Beta Wealth Group first reported a position in CMCSA in Q1 2021 and held it in 7 quarters. The position peaked at $248K in Q1 2022. 1,891 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Beta Wealth Group reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Beta Wealth Group sold 8,608 Comcast shares in Q2 2026, an estimated $247K.
  • Beta Wealth Group first reported a position in Comcast in Q1 2021 and held it in 7 quarters.
  • Beta Wealth Group's Comcast position peaked at $248K in Q1 2022.
  • 1,891 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.