Betterment LLC’s Comcast CMCSA Stock Holding History

Betterment LLC’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
2025 Q4	–	Sell	-6,741	Closed	-$212K	–	552
2025 Q3	$212K	Sell	6,741 -455	-6%	-$15.3K	﹤0.01%	509
2025 Q2	$257K	Buy	7,196 +88	+1%	+$3.04K	﹤0.01%	459
2025 Q1	$262K	Sell	7,108 -217	-3%	-$7.83K	﹤0.01%	418
2024 Q4	$275K	Sell	7,325 -4,847	-40%	-$201K	﹤0.01%	401
2024 Q3	$508K	Sell	12,172 -2,335	-16%	-$92.2K	﹤0.01%	309
2024 Q2	$568K	Buy	14,507 +1,437	+11%	+$56.2K	﹤0.01%	274
2024 Q1	$567K	Buy	+13,070	New	+$564K	﹤0.01%	250

Other funds holding CMCSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's CMCSA Position: Q4 2025 in Review

Betterment LLC sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 6,741 shares — an estimated $212K sold.

Betterment LLC first reported a position in CMCSA in Q1 2024 and held it in 7 quarters. The position peaked at $568K in Q2 2024. 2,105 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

Betterment LLC reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
Betterment LLC sold 6,741 Comcast shares in Q4 2025, an estimated $212K.
Betterment LLC first reported a position in Comcast in Q1 2024 and held it in 7 quarters.
Betterment LLC's Comcast position peaked at $568K in Q2 2024.
2,105 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Betterment LLC's 13F filing for Q4 2025, filed 12 Feb 2026.