EFG
CMCSA icon

Everhart Financial Group’s Comcast CMCSA Stock Holding History

Everhart Financial Group’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
2026
Q2 		$300K Sell
12,228
-3,353
-22% -$86.5K 0.02% 366
2026
Q1 		$447K Buy
15,581
+6,931
+80% +$207K 0.04% 293
2025
Q4 		$259K Sell
8,650
-8,624
-50% -$246K 0.02% 358
2025
Q3 		$543K Sell
17,274
-14
-0.1% -$469 0.05% 237
2025
Q2 		$617K Buy
17,288
+2,320
+15% +$80.3K 0.07% 201
2025
Q1 		$552K Sell
14,968
-3,251
-18% -$117K 0.08% 187
2024
Q4 		$684K Sell
18,219
-2,361
-11% -$98K 0.14% 146
2024
Q3 		$860K Buy
20,580
+1,852
+10% +$73.1K 0.19% 117
2024
Q2 		$733K Buy
18,728
+578
+3% +$22.6K 0.19% 110
2024
Q1 		$787K Sell
18,150
-1,583
-8% -$68.3K 0.23% 90
2023
Q4 		$865K Buy
19,733
+3,761
+24% +$161K 0.31% 66
2023
Q3 		$708K Buy
15,972
+618
+4% +$27.6K 0.3% 74
2023
Q2 		$638K Buy
15,354
+6,199
+68% +$246K 0.26% 78
2023
Q1 		$347K Buy
9,155
+3,045
+50% +$115K 0.16% 121
2022
Q4 		$214K Buy
+6,110
New +$202K 0.11% 166
2022
Q3 		– Sell
-11,338
Closed -$445K – 206
2022
Q2 		$445K Buy
11,338
+6,133
+118% +$263K 0.27% 84
2022
Q1 		$244K Sell
5,205
-1,082
-17% -$52.1K 0.14% 107
2021
Q4 		$317K Sell
6,287
-221
-3% -$11.5K 0.19% 87
2021
Q3 		$364K Buy
+6,508
New +$379K 0.25% 70

Other funds holding CMCSA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Everhart Financial Group's CMCSA Position: Q2 2026 in Review

Everhart Financial Group reduced its Comcast (CMCSA) stake by 22% in Q2 2026, selling an estimated $86.5K and leaving 12,228 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #366.

Everhart Financial Group first reported a position in CMCSA in Q3 2021 and has held it in 19 quarters since. The position peaked at $865K in Q4 2023. 338 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Everhart Financial Group held 12,228 shares of Comcast worth $300K as of Q2 2026.
  • Everhart Financial Group sold 3,353 Comcast shares in Q2 2026, an estimated $86.5K.
  • Comcast made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #366 holding.
  • Everhart Financial Group first reported a position in Comcast in Q3 2021 and has held it in 19 quarters since.
  • Everhart Financial Group's Comcast position peaked at $865K in Q4 2023.
  • 338 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.