Evergreen Private Wealth’s Comcast CMCSA Stock Holding History

Evergreen Private Wealth’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	-109	Closed	-$3.89K	–	249
2025 Q2	$3.89K	Buy	+109	New	+$3.77K	﹤0.01%	201

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Evergreen Private Wealth's CMCSA Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Comcast (CMCSA) in Q3 2025, closing a stake of 109 shares — an estimated $3.89K sold.

Evergreen Private Wealth first reported a position in CMCSA in Q2 2025 and held it in 1 quarter. The position peaked at $3.89K in Q2 2025. 2,159 funds tracked by Wall St. Rank hold CMCSA as of Q3 2025.

Evergreen Private Wealth reported no remaining Comcast position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 109 Comcast shares in Q3 2025, an estimated $3.89K.
Evergreen Private Wealth first reported a position in Comcast in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's Comcast position peaked at $3.89K in Q2 2025.
2,159 funds tracked by Wall St. Rank held Comcast as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.