Copia Wealth Management’s Comcast CMCSA Stock Holding History

Copia 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	–	Sell	-170	Closed	-$6.27K	–	470
2025 Q1	$6.27K	Hold	170	–	–	0.01%	323
2024 Q4	$6.38K	Buy	+170	New	+$7.06K	0.01%	298

Other funds holding CMCSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Copia Wealth Management sold out of Comcast (CMCSA) in Q2 2025, closing a stake of 170 shares — an estimated $6.27K sold.

Copia Wealth Management first reported a position in CMCSA in Q4 2024 and held it in 2 quarters. The position peaked at $6.38K in Q4 2024. 2,294 funds tracked by Wall St. Rank hold CMCSA as of Q2 2025.

Copia Wealth Management reported no remaining Comcast position as of Q2 2025 after selling out during the quarter.
Copia Wealth Management sold 170 Comcast shares in Q2 2025, an estimated $6.27K.
Copia Wealth Management first reported a position in Comcast in Q4 2024 and held it in 2 quarters.
Copia Wealth Management's Comcast position peaked at $6.38K in Q4 2024.
2,294 funds tracked by Wall St. Rank held Comcast as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.