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Congress Wealth Management’s Comcast CMCSA Stock Holding History

Congress 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
Q2 		$7.49M Buy
209,871
+75,764
+56% +$2.62M 0.07% 307
2025
Q1 		$4.94M Buy
134,107
+34,626
+35% +$1.25M 0.06% 332
2024
Q4 		$3.73M Sell
99,481
-70,718
-42% -$2.94M 0.05% 323
2024
Q3 		$7.11M Buy
170,199
+55,447
+48% +$2.19M 0.09% 252
2024
Q2 		$4.49M Buy
114,752
+93,212
+433% +$3.65M 0.07% 259
2024
Q1 		$934K Sell
21,540
-7,830
-27% -$338K 0.02% 383
2023
Q4 		$1.29M Buy
29,370
+5,230
+22% +$224K 0.02% 364
2023
Q3 		$1.07M Buy
24,140
+3,485
+17% +$156K 0.02% 367
2023
Q2 		$858K Buy
20,655
+642
+3% +$25.5K 0.02% 355
2023
Q1 		$759K Sell
20,013
-1,377
-6% -$52.1K 0.02% 373
2022
Q4 		$748K Buy
21,390
+65
+0.3% +$2.15K 0.02% 364
2022
Q3 		$625K Buy
21,325
+47
+0.2% +$1.76K 0.02% 382
2022
Q2 		$835K Sell
21,278
-1,472
-6% -$63.1K 0.02% 354
2022
Q1 		$1.06M Sell
22,750
-2,121
-9% -$102K 0.02% 343
2021
Q4 		$1.25M Buy
+24,871
New +$1.3M 0.02% 349

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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's CMCSA Position: Q2 2025 in Review

Congress Wealth Management increased its Comcast (CMCSA) stake by 56% in Q2 2025, buying an estimated $2.62M and bringing the position to 209,871 shares worth $7.49M. The position accounts for 0.07% of the portfolio, ranked #307.

Congress Wealth Management first reported a position in CMCSA in Q4 2021 and has held it in 15 quarters since. 2,299 funds tracked by Wall St. Rank hold CMCSA as of Q2 2025.

  • Congress Wealth Management held 209,871 shares of Comcast worth $7.49M as of Q2 2025.
  • Congress Wealth Management bought 75,764 Comcast shares in Q2 2025, an estimated $2.62M.
  • Comcast made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #307 holding.
  • Congress Wealth Management first reported a position in Comcast in Q4 2021 and has held it in 15 quarters since.
  • 2,299 funds tracked by Wall St. Rank held Comcast as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.