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CarsonAllaria Wealth Management’s Comcast CMCSA Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-4,772
Closed -$170K – 127
2025
Q2 		$170K Sell
4,772
-190
-4% -$6.57K 0.09% 74
2025
Q1 		$183K Buy
4,962
+282
+6% +$10.2K 0.11% 71
2024
Q4 		$176K Sell
4,680
-402
-8% -$16.7K 0.1% 70
2024
Q3 		$212K Buy
5,082
+192
+4% +$7.58K 0.12% 66
2024
Q2 		$192K Sell
4,890
-547
-10% -$21.4K 0.12% 65
2024
Q1 		$236K Sell
5,437
-618
-10% -$26.7K 0.15% 61
2023
Q4 		$266K Sell
6,055
-106
-2% -$4.54K 0.19% 51
2023
Q3 		$273K Buy
6,161
+13
+0.2% +$580 0.22% 50
2023
Q2 		$255K Buy
6,148
+28
+0.5% +$1.11K 0.2% 54
2023
Q1 		$232K Buy
6,120
+15
+0.2% +$567 0.2% 58
2022
Q4 		$213K Buy
6,105
+31
+0.5% +$1.02K 0.19% 63
2022
Q3 		$178K Buy
6,074
+5,904
+3,473% +$221K 0.17% 68
2022
Q2 		$7K Hold
170
– – 0.01% 207
2022
Q1 		$8K Hold
170
– – 0.01% 209
2021
Q4 		$9K Buy
+170
New +$8.86K 0.01% 210

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

CarsonAllaria Wealth Management's CMCSA Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Comcast (CMCSA) in Q3 2025, closing a stake of 4,772 shares — an estimated $170K sold.

CarsonAllaria Wealth Management first reported a position in CMCSA in Q4 2021 and held it in 15 quarters. The position peaked at $273K in Q3 2023. 2,159 funds tracked by Wall St. Rank hold CMCSA as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Comcast position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 4,772 Comcast shares in Q3 2025, an estimated $170K.
  • CarsonAllaria Wealth Management first reported a position in Comcast in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Comcast position peaked at $273K in Q3 2023.
  • 2,159 funds tracked by Wall St. Rank held Comcast as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.